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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 | $74,627 | $61,660+21.0% | $80,022-6.7% | $64,181+16.3% |
| Participation rate | 77.4% | 71.7%+5.7pp | 75.8%+1.5pp | 69.6%+7.8pp |
| Annual return | -5.71% | -0.33%-5.4pp | 11.22%-16.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,987 | $1,810+9.8% | $2,468-19.5% | $2,381-16.5% |
| Participant deferral / active EE | $3,265 | $2,968+10.0% | $3,686-11.4% | $3,470-5.9% |
| Admin fee / account holder | $4,105 | $5,417-24.2% | $6,521-37.1% | $4,887-16.0% |