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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 | $87,166-2.5% | $76,735+10.7% | $137,256-38.1% |
| Participation rate | 75.0% | 74.4%+0.6pp | 69.5%+5.5pp | 80.0%-5.0pp |
| Annual return | 16.74% | 26.50%-9.8pp | 29.77%-13.0pp | 220.34%-203.6pp |
| Employer contribution / active EE | $2,348 | $2,904-19.2% | $2,454-4.3% | $4,156-43.5% |
| Participant deferral / active EE | $11,463 | $4,726+142.5% | $4,088+180.4% | $6,407+78.9% |
| Admin fee / account holder | $8,906 | $8,403+6.0% | $7,189+23.9% | $12,270-27.4% |