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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 | $76,915 | $108,825-29.3% | $156,181-50.8% | $82,448-6.7% |
| Participation rate | 74.2% | 72.4%+1.8pp | 78.8%-4.6pp | 68.1%+6.1pp |
| Annual return | 15.88% | 20.59%-4.7pp | 64.87%-49.0pp | 41.64%-25.8pp |
| Employer contribution / active EE | $2,655 | $2,870-7.5% | $4,294-38.2% | $2,551+4.1% |
| Participant deferral / active EE | $4,379 | $4,577-4.3% | $6,132-28.6% | $4,139+5.8% |
| Admin fee / account holder | $6,486 | $9,341-30.6% | $14,586-55.5% | $7,234-10.3% |