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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 | $62,531 | $96,558-35.2% | $80,977-22.8% | $273,970-77.2% |
| Participation rate | 78.3% | 79.1%-0.8pp | 75.8%+2.5pp | 83.0%-4.8pp |
| Annual return | 8.44% | 15.14%-6.7pp | 17.11%-8.7pp | 41.46%-33.0pp |
| Employer contribution / active EE | $1,552 | $4,869-68.1% | $3,715-58.2% | $4,869-68.1% |
| Participant deferral / active EE | $5,298 | $6,598-19.7% | $5,696-7.0% | $5,287+0.2% |
| Admin fee / account holder | $1,309 | $7,493-82.5% | $5,517-76.3% | $10,132-87.1% |