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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 | $55,507 | $76,834-27.8% | $108,359-48.8% | $87,485-36.6% |
| Participation rate | 80.7% | 61.7%+19.0pp | 70.1%+10.6pp | 68.9%+11.8pp |
| Annual return | 13.87% | 19.09%-5.2pp | 36.89%-23.0pp | 26.06%-12.2pp |
| Employer contribution / active EE | $1,599 | $1,556+2.7% | $2,399-33.4% | $2,596-38.4% |
| Participant deferral / active EE | $3,460 | $3,100+11.6% | $4,137-16.4% | $4,274-19.0% |
| Admin fee / account holder | $5,308 | $6,537-18.8% | $9,741-45.5% | $7,775-31.7% |