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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 | $127,844 | $181,896-29.7% | $156,551-18.3% | $273,972-53.3% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 7.96% | 30.74%-22.8pp | 32.23%-24.3pp | 41.46%-33.5pp |
| Employer contribution / active EE | $3,389 | $6,248-45.8% | $5,501-38.4% | $4,869-30.4% |
| Participant deferral / active EE | $7,282 | $5,550+31.2% | $4,871+49.5% | $5,287+37.7% |
| Admin fee / account holder | $6,689 | $15,560-57.0% | $13,028-48.7% | $10,133-34.0% |