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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 | $84,976 | $107,733-21.1% | $92,985-8.6% | $154,746-45.1% |
| Participation rate | 75.0% | 74.6%+0.4pp | 69.5%+5.5pp | 80.7%-5.7pp |
| Annual return | 16.74% | 30.39%-13.7pp | 27.99%-11.2pp | 172.34%-155.6pp |
| Employer contribution / active EE | $2,348 | $3,126-24.9% | $2,662-11.8% | $4,379-46.4% |
| Participant deferral / active EE | $11,463 | $5,053+126.8% | $4,377+161.9% | $6,730+70.3% |
| Admin fee / account holder | $8,906 | $11,369-21.7% | $9,463-5.9% | $14,365-38.0% |