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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 | $115,852 | $77,472+49.5% | $100,415+15.4% | $80,959+43.1% |
| Participation rate | 73.6% | 76.9%-3.3pp | 81.5%-7.9pp | 67.7%+5.9pp |
| Annual return | 15.00% | 37.26%-22.3pp | 49.47%-34.5pp | 35.67%-20.7pp |
| Employer contribution / active EE | $2,687 | $2,800-4.1% | $3,943-31.9% | $2,757-2.5% |
| Participant deferral / active EE | $4,701 | $6,818-31.0% | $8,091-41.9% | $4,300+9.3% |
| Admin fee / account holder | $4,106 | $5,885-30.2% | $7,906-48.1% | $6,925-40.7% |