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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 | $34,417 | $181,896-81.1% | $156,551-78.0% | $273,972-87.4% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 9.84% | 30.74%-20.9pp | 32.23%-22.4pp | 41.46%-31.6pp |
| Employer contribution / active EE | $3,573 | $6,248-42.8% | $5,501-35.1% | $4,869-26.6% |
| Participant deferral / active EE | $5,995 | $5,550+8.0% | $4,871+23.1% | $5,287+13.4% |
| Admin fee / account holder | $6,603 | $15,560-57.6% | $13,028-49.3% | $10,133-34.8% |