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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,613 | $81,504-9.7% | $102,437-28.1% | $80,959-9.1% |
| Participation rate | 92.0% | 66.9%+25.1pp | 74.5%+17.5pp | 67.7%+24.3pp |
| Annual return | 13.52% | 25.60%-12.1pp | 24.95%-11.4pp | 35.67%-22.2pp |
| Employer contribution / active EE | $2,093 | $3,104-32.5% | $3,871-45.9% | $2,757-24.1% |
| Participant deferral / active EE | $7,902 | $3,871+104.1% | $5,060+56.2% | $4,300+83.7% |
| Admin fee / account holder | $3,970 | $6,719-40.9% | $8,388-52.7% | $6,925-42.7% |