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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 | $65,731 | $58,600+12.2% | $83,327-21.1% | $64,173+2.4% |
| Participation rate | 85.7% | 72.0%+13.7pp | 77.8%+8.0pp | 69.6%+16.1pp |
| Annual return | 6.63% | 9.66%-3.0pp | 10.64%-4.0pp | 7.63%-1.0pp |
| Employer contribution / active EE | $1,858 | $2,098-11.5% | $3,379-45.0% | $2,381-22.0% |
| Participant deferral / active EE | $4,271 | $4,656-8.3% | $5,565-23.2% | $3,470+23.1% |
| Admin fee / account holder | $3,541 | $9,282-61.9% | $7,540-53.0% | $4,887-27.6% |