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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 | $74,067 | $181,896-59.3% | $156,551-52.7% | $273,972-73.0% |
| Participation rate | 90.0% | 88.4%+1.6pp | 84.0%+6.0pp | 83.0%+7.0pp |
| Annual return | 12.25% | 30.74%-18.5pp | 32.23%-20.0pp | 41.46%-29.2pp |
| Employer contribution / active EE | $2,792 | $6,248-55.3% | $5,501-49.2% | $4,869-42.7% |
| Participant deferral / active EE | $5,921 | $5,550+6.7% | $4,871+21.5% | $5,287+12.0% |
| Admin fee / account holder | $519 | $15,560-96.7% | $13,028-96.0% | $10,133-94.9% |