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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 | $77,460+49.6% | $100,378+15.4% | $80,925+43.2% |
| Participation rate | 73.6% | 76.9%-3.3pp | 81.5%-7.9pp | 67.7%+6.0pp |
| Annual return | 15.00% | 37.24%-22.2pp | 49.41%-34.4pp | 35.65%-20.6pp |
| Employer contribution / active EE | $2,687 | $2,801-4.1% | $3,942-31.8% | $2,756-2.5% |
| Participant deferral / active EE | $4,701 | $6,818-31.0% | $8,087-41.9% | $4,299+9.4% |
| Admin fee / account holder | $4,106 | $5,887-30.3% | $7,899-48.0% | $6,940-40.8% |