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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 | $42,190 | $153,769-72.6% | $133,975-68.5% | $273,972-84.6% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.1%-3.7pp | 83.0%+0.3pp |
| Annual return | 5.17% | 36.51%-31.3pp | 29.29%-24.1pp | 41.46%-36.3pp |
| Employer contribution / active EE | $1,458 | $6,029-75.8% | $5,211-72.0% | $4,869-70.1% |
| Participant deferral / active EE | $2,898 | $6,958-58.4% | $6,282-53.9% | $5,287-45.2% |
| Admin fee / account holder | $5,228 | $11,765-55.6% | $9,324-43.9% | $10,133-48.4% |