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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 | $72,644 | $215,361-66.3% | $171,082-57.5% | $273,972-73.5% |
| Participation rate | 81.0% | 82.0%-1.1pp | 76.7%+4.3pp | 83.0%-2.1pp |
| Annual return | 7.29% | 25.14%-17.9pp | 32.56%-25.3pp | 41.46%-34.2pp |
| Employer contribution / active EE | $2,054 | $4,967-58.7% | $4,002-48.7% | $4,869-57.8% |
| Participant deferral / active EE | $3,922 | $5,543-29.3% | $4,797-18.3% | $5,287-25.8% |
| Admin fee / account holder | $376 | $10,846-96.5% | $8,520-95.6% | $10,133-96.3% |