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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 | $138,386-29.1% | $184,260-46.7% | $80,935+21.3% |
| Participation rate | 82.8% | 83.9%-1.1pp | 86.8%-4.1pp | 67.7%+15.1pp |
| Annual return | 16.29% | 20.02%-3.7pp | 28.84%-12.6pp | 35.66%-19.4pp |
| Employer contribution / active EE | $4,281 | $4,851-11.7% | $6,427-33.4% | $2,757+55.3% |
| Participant deferral / active EE | $8,575 | $7,076+21.2% | $9,133-6.1% | $4,299+99.4% |
| Admin fee / account holder | $637 | $10,489-93.9% | $13,898-95.4% | $6,924-90.8% |