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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 | $75,299 | $126,661-40.6% | $113,397-33.6% | $138,895-45.8% |
| Participation rate | 90.0% | 79.4%+10.6pp | 76.5%+13.5pp | 79.9%+10.1pp |
| Annual return | 15.72% | 25.05%-9.3pp | 23.20%-7.5pp | 145.39%-129.7pp |
| Employer contribution / active EE | $2,247 | $3,456-35.0% | $2,977-24.5% | $4,194-46.4% |
| Participant deferral / active EE | $3,420 | $5,693-39.9% | $5,076-32.6% | $6,396-46.5% |
| Admin fee / account holder | $8,186 | $14,549-43.7% | $11,957-31.5% | $12,562-34.8% |