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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 | $114,638 | $69,518+64.9% | $59,883+91.4% | $135,382-15.3% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.7%+8.6pp | 82.6%+0.7pp |
| Annual return | 7.69% | 7.95%-0.3pp | 3.46%+4.2pp | 519.77%-512.1pp |
| Employer contribution / active EE | $2,560 | $3,235-20.9% | $2,722-5.9% | $4,779-46.4% |
| Participant deferral / active EE | $3,211 | $4,204-23.6% | $3,402-5.6% | $5,609-42.8% |
| Admin fee / account holder | $2,529 | $5,734-55.9% | $3,591-29.6% | $10,829-76.6% |