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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 | $81,838 | $45,087+81.5% | $69,483+17.8% | $72,976+12.1% |
| Participation rate | 86.5% | 68.5%+18.0pp | 74.6%+11.9pp | 69.5%+17.0pp |
| Annual return | 22.14% | 22.67%-0.5pp | 28.99%-6.8pp | 81.02%-58.9pp |
| Employer contribution / active EE | $1,308 | $2,055-36.3% | $2,780-52.9% | $2,440-46.4% |
| Participant deferral / active EE | $7,425 | $2,603+185.3% | $3,537+110.0% | $3,608+105.8% |
| Admin fee / account holder | $748 | $3,057-75.5% | $3,841-80.5% | $5,124-85.4% |