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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 | $65,877 | $146,267-55.0% | $197,124-66.6% | $82,448-20.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 86.7%-11.7pp | 68.1%+6.9pp |
| Annual return | 15.45% | 29.61%-14.2pp | 44.34%-28.9pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,774 | $4,723-62.4% | $6,227-71.5% | $2,551-30.5% |
| Participant deferral / active EE | $5,500 | $7,035-21.8% | $9,135-39.8% | $4,139+32.9% |
| Admin fee / account holder | $5,028 | $14,422-65.1% | $16,298-69.1% | $7,234-30.5% |