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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 | $65,669 | $96,558-32.0% | $80,977-18.9% | $273,972-76.0% |
| Participation rate | 81.3% | 79.1%+2.2pp | 75.8%+5.4pp | 83.0%-1.8pp |
| Annual return | 13.57% | 15.14%-1.6pp | 17.11%-3.5pp | 41.46%-27.9pp |
| Employer contribution / active EE | $3,115 | $4,869-36.0% | $3,715-16.1% | $4,869-36.0% |
| Participant deferral / active EE | $7,118 | $6,598+7.9% | $5,696+25.0% | $5,287+34.6% |
| Admin fee / account holder | $477 | $7,493-93.6% | $5,517-91.4% | $10,133-95.3% |