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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 | $73,976 | $93,598-21.0% | $135,974-45.6% | $75,173-1.6% |
| Participation rate | 91.2% | 75.2%+16.0pp | 81.9%+9.3pp | 67.2%+24.0pp |
| Annual return | 18.79% | 30.89%-12.1pp | 68.30%-49.5pp | 160.72%-141.9pp |
| Employer contribution / active EE | $2,920 | $3,538-17.5% | $4,859-39.9% | $2,671+9.3% |
| Participant deferral / active EE | $7,667 | $6,405+19.7% | $7,760-1.2% | $4,126+85.8% |
| Admin fee / account holder | $1,223 | $6,978-82.5% | $10,767-88.6% | $5,651-78.4% |