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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 | $69,855 | $97,289-28.2% | $92,805-24.7% | $155,188-55.0% |
| Participation rate | 73.3% | 84.2%-10.8pp | 83.5%-10.2pp | 80.8%-7.5pp |
| Annual return | 20.27% | 29.03%-8.8pp | 31.59%-11.3pp | 148.84%-128.6pp |
| Employer contribution / active EE | $5,411 | $3,632+49.0% | $3,424+58.0% | $4,248+27.4% |
| Participant deferral / active EE | $10,167 | $8,795+15.6% | $8,448+20.4% | $6,531+55.7% |
| Admin fee / account holder | $2,079 | $12,015-82.7% | $10,911-80.9% | $14,480-85.6% |