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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 | $98,145 | $138,366-29.1% | $184,185-46.7% | $80,911+21.3% |
| Participation rate | 82.8% | 83.9%-1.1pp | 86.8%-4.1pp | 67.6%+15.1pp |
| Annual return | 16.29% | 20.02%-3.7pp | 28.81%-12.5pp | 35.63%-19.3pp |
| Employer contribution / active EE | $4,281 | $4,849-11.7% | $6,426-33.4% | $2,756+55.4% |
| Participant deferral / active EE | $8,575 | $7,074+21.2% | $9,132-6.1% | $4,297+99.5% |
| Admin fee / account holder | $637 | $10,484-93.9% | $13,909-95.4% | $6,935-90.8% |