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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 | $69,729 | $81,446-14.4% | $103,374-32.5% | $80,874-13.8% |
| Participation rate | 85.4% | 66.9%+18.5pp | 74.5%+10.9pp | 67.6%+17.7pp |
| Annual return | 13.22% | 25.57%-12.3pp | 24.89%-11.7pp | 35.62%-22.4pp |
| Employer contribution / active EE | $1,876 | $3,107-39.6% | $3,869-51.5% | $2,756-31.9% |
| Participant deferral / active EE | $5,364 | $3,870+38.6% | $5,058+6.1% | $4,297+24.8% |
| Admin fee / account holder | $7,165 | $6,715+6.7% | $8,394-14.6% | $6,935+3.3% |