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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 | $58,834 | $138,393-57.5% | $184,256-68.1% | $80,959-27.3% |
| Participation rate | 76.0% | 83.9%-7.9pp | 86.8%-10.8pp | 67.7%+8.3pp |
| Annual return | 22.63% | 20.01%+2.6pp | 28.85%-6.2pp | 35.67%-13.0pp |
| Employer contribution / active EE | $1,767 | $4,847-63.5% | $6,427-72.5% | $2,757-35.9% |
| Participant deferral / active EE | $6,402 | $7,076-9.5% | $9,133-29.9% | $4,300+48.9% |
| Admin fee / account holder | $2,590 | $10,489-75.3% | $13,899-81.4% | $6,925-62.6% |