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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 | $66,772 | $93,598-28.7% | $135,974-50.9% | $75,173-11.2% |
| Participation rate | 72.1% | 75.2%-3.1pp | 81.9%-9.8pp | 67.2%+4.9pp |
| Annual return | 21.33% | 30.89%-9.6pp | 68.30%-47.0pp | 160.72%-139.4pp |
| Employer contribution / active EE | $3,353 | $3,538-5.2% | $4,859-31.0% | $2,671+25.5% |
| Participant deferral / active EE | $7,919 | $6,405+23.6% | $7,760+2.0% | $4,126+91.9% |
| Admin fee / account holder | $9,515 | $6,978+36.4% | $10,767-11.6% | $5,651+68.4% |