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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 | $72,992 | $106,524-31.5% | $152,301-52.1% | $87,485-16.6% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.4%+10.1pp | 68.9%+23.7pp |
| Annual return | 18.38% | 26.89%-8.5pp | 80.50%-62.1pp | 26.06%-7.7pp |
| Employer contribution / active EE | $2,012 | $3,371-40.3% | $4,624-56.5% | $2,596-22.5% |
| Participant deferral / active EE | $6,394 | $6,525-2.0% | $8,004-20.1% | $4,274+49.6% |
| Admin fee / account holder | $958 | $8,287-88.4% | $14,398-93.3% | $7,775-87.7% |