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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 | $95,858 | $112,729-15.0% | $98,716-2.9% | $137,256-30.2% |
| Participation rate | 81.0% | 74.2%+6.7pp | 69.3%+11.7pp | 80.0%+1.0pp |
| Annual return | 17.31% | 38.48%-21.2pp | 31.81%-14.5pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,560 | $2,725-42.8% | $2,279-31.5% | $4,156-62.5% |
| Participant deferral / active EE | $3,354 | $4,640-27.7% | $4,048-17.1% | $6,407-47.7% |
| Admin fee / account holder | $1,078 | $10,129-89.4% | $8,703-87.6% | $12,270-91.2% |