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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 | $106,749+10.5% | $145,433-18.9% | $82,448+43.1% |
| Participation rate | 77.8% | 75.6%+2.1pp | 82.1%-4.3pp | 68.1%+9.7pp |
| Annual return | 15.56% | 27.59%-12.0pp | 66.58%-51.0pp | 41.64%-26.1pp |
| Employer contribution / active EE | $3,234 | $3,444-6.1% | $4,554-29.0% | $2,551+26.8% |
| Participant deferral / active EE | $6,691 | $6,519+2.6% | $7,897-15.3% | $4,139+61.6% |
| Admin fee / account holder | $6,819 | $8,390-18.7% | $13,129-48.1% | $7,234-5.7% |