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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 | $72,850 | $181,896-59.9% | $156,551-53.5% | $273,972-73.4% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 7.84% | 30.74%-22.9pp | 32.23%-24.4pp | 41.46%-33.6pp |
| Employer contribution / active EE | $12,233 | $6,248+95.8% | $5,501+122.4% | $4,869+151.3% |
| Participant deferral / active EE | $12,619 | $5,550+127.4% | $4,871+159.1% | $5,287+138.7% |
| Admin fee / account holder | $2,273 | $15,560-85.4% | $13,028-82.6% | $10,133-77.6% |