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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 | $135,687 | $81,504+66.5% | $102,437+32.5% | $80,959+67.6% |
| Participation rate | 75.9% | 66.9%+9.0pp | 74.5%+1.4pp | 67.7%+8.2pp |
| Annual return | 12.54% | 25.60%-13.1pp | 24.95%-12.4pp | 35.67%-23.1pp |
| Employer contribution / active EE | $1,856 | $3,104-40.2% | $3,871-52.1% | $2,757-32.7% |
| Participant deferral / active EE | $5,660 | $3,871+46.2% | $5,060+11.9% | $4,300+31.6% |
| Admin fee / account holder | $680 | $6,719-89.9% | $8,388-91.9% | $6,925-90.2% |