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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 | $72,319 | $135,905-46.8% | $126,068-42.6% | $198,609-63.6% |
| Participation rate | 80.0% | 85.6%-5.6pp | 84.7%-4.7pp | 82.4%-2.4pp |
| Annual return | 19.75% | 14.07%+5.7pp | 15.01%+4.7pp | 202.70%-182.9pp |
| Employer contribution / active EE | $2,743 | $4,245-35.4% | $3,968-30.9% | $5,055-45.7% |
| Participant deferral / active EE | $4,387 | $8,523-48.5% | $8,214-46.6% | $6,977-37.1% |
| Admin fee / account holder | $406 | $21,036-98.1% | $18,264-97.8% | $19,030-97.9% |