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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 | $59,526 | $78,520-24.2% | $96,576-38.4% | $82,448-27.8% |
| Participation rate | 87.7% | 77.7%+10.0pp | 81.4%+6.3pp | 68.1%+19.6pp |
| Annual return | 17.02% | 41.30%-24.3pp | 38.47%-21.4pp | 41.64%-24.6pp |
| Employer contribution / active EE | $1,820 | $2,630-30.8% | $3,553-48.8% | $2,551-28.7% |
| Participant deferral / active EE | $3,710 | $6,754-45.1% | $7,956-53.4% | $4,139-10.4% |
| Admin fee / account holder | $312 | $13,455-97.7% | $11,381-97.3% | $7,234-95.7% |