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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 | $81,446-9.6% | $103,374-28.8% | $80,874-9.0% |
| Participation rate | 92.0% | 66.9%+25.1pp | 74.5%+17.5pp | 67.6%+24.4pp |
| Annual return | 13.52% | 25.57%-12.0pp | 24.89%-11.4pp | 35.62%-22.1pp |
| Employer contribution / active EE | $2,093 | $3,107-32.6% | $3,869-45.9% | $2,756-24.0% |
| Participant deferral / active EE | $7,902 | $3,870+104.2% | $5,058+56.2% | $4,297+83.9% |
| Admin fee / account holder | $3,970 | $6,715-40.9% | $8,394-52.7% | $6,935-42.8% |