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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 | $106,749-31.7% | $145,433-49.9% | $82,448-11.6% |
| Participation rate | 76.9% | 75.6%+1.3pp | 82.1%-5.2pp | 68.1%+8.9pp |
| Annual return | 15.56% | 27.59%-12.0pp | 66.58%-51.0pp | 41.64%-26.1pp |
| Employer contribution / active EE | $2,179 | $3,444-36.7% | $4,554-52.1% | $2,551-14.6% |
| Participant deferral / active EE | $5,464 | $6,519-16.2% | $7,897-30.8% | $4,139+32.0% |
| Admin fee / account holder | $1,054 | $8,390-87.4% | $13,129-92.0% | $7,234-85.4% |