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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 | $66,125 | $101,798-35.0% | $165,071-59.9% | $80,935-18.3% |
| Participation rate | 74.3% | 71.8%+2.5pp | 78.6%-4.3pp | 67.7%+6.6pp |
| Annual return | 10.74% | 16.73%-6.0pp | 70.17%-59.4pp | 35.66%-24.9pp |
| Employer contribution / active EE | $2,580 | $2,954-12.7% | $4,347-40.7% | $2,757-6.4% |
| Participant deferral / active EE | $5,939 | $4,476+32.7% | $6,035-1.6% | $4,299+38.1% |
| Admin fee / account holder | $3,307 | $8,221-59.8% | $12,695-74.0% | $6,924-52.2% |