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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 | $90,048 | $96,956-7.1% | $69,779+29.0% | $273,972-67.1% |
| Participation rate | 72.2% | 77.1%-4.8pp | 71.8%+0.4pp | 83.0%-10.8pp |
| Annual return | 8.12% | 12.93%-4.8pp | 12.99%-4.9pp | 41.46%-33.3pp |
| Employer contribution / active EE | $3,171 | $3,316-4.4% | $2,338+35.6% | $4,869-34.9% |
| Participant deferral / active EE | $1,189 | $3,744-68.2% | $2,931-59.4% | $5,287-77.5% |
| Admin fee / account holder | $689 | $7,934-91.3% | $4,381-84.3% | $10,133-93.2% |