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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 | $117,955 | $106,524+10.7% | $152,301-22.6% | $87,485+34.8% |
| Participation rate | 77.8% | 75.8%+2.0pp | 82.4%-4.7pp | 68.9%+8.8pp |
| Annual return | 15.56% | 26.89%-11.3pp | 80.50%-64.9pp | 26.06%-10.5pp |
| Employer contribution / active EE | $3,234 | $3,371-4.1% | $4,624-30.1% | $2,596+24.6% |
| Participant deferral / active EE | $6,691 | $6,525+2.5% | $8,004-16.4% | $4,274+56.6% |
| Admin fee / account holder | $6,819 | $8,287-17.7% | $14,398-52.6% | $7,775-12.3% |