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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 | $124,980-23.3% | $108,359-11.5% | $154,746-38.1% |
| Participation rate | 81.0% | 75.2%+5.8pp | 70.1%+10.8pp | 80.7%+0.3pp |
| Annual return | 17.31% | 45.00%-27.7pp | 36.89%-19.6pp | 172.34%-155.0pp |
| Employer contribution / active EE | $1,560 | $2,851-45.3% | $2,399-35.0% | $4,379-64.4% |
| Participant deferral / active EE | $3,354 | $4,743-29.3% | $4,137-18.9% | $6,730-50.2% |
| Admin fee / account holder | $1,078 | $11,502-90.6% | $9,741-88.9% | $14,365-92.5% |