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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 | $72,865 | $99,875-27.0% | $146,866-50.4% | $86,983-16.2% |
| Participation rate | 76.9% | 75.8%+1.1pp | 82.5%-5.6pp | 69.5%+7.4pp |
| Annual return | 15.56% | 28.10%-12.5pp | 102.85%-87.3pp | 25.83%-10.3pp |
| Employer contribution / active EE | $2,179 | $3,224-32.4% | $4,425-50.7% | $2,584-15.7% |
| Participant deferral / active EE | $5,464 | $6,322-13.6% | $7,759-29.6% | $4,194+30.3% |
| Admin fee / account holder | $1,054 | $7,838-86.5% | $13,620-92.3% | $7,856-86.6% |