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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 | $77,864 | $161,352-51.7% | $134,172-42.0% | $137,256-43.3% |
| Participation rate | 85.7% | 78.3%+7.4pp | 72.5%+13.2pp | 80.0%+5.8pp |
| Annual return | 14.53% | 28.72%-14.2pp | 25.30%-10.8pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,606 | $4,099-60.8% | $3,420-53.0% | $4,156-61.3% |
| Participant deferral / active EE | $2,086 | $5,552-62.4% | $4,690-55.5% | $6,407-67.4% |
| Admin fee / account holder | $2,990 | $15,028-80.1% | $12,016-75.1% | $12,270-75.6% |