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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 | $64,181 | $69,518-7.7% | $59,883+7.2% | $135,382-52.6% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.7%+0.3pp | 82.6%-7.6pp |
| Annual return | 8.73% | 7.95%+0.8pp | 3.46%+5.3pp | 519.77%-511.0pp |
| Employer contribution / active EE | $2,087 | $3,235-35.5% | $2,722-23.3% | $4,779-56.3% |
| Participant deferral / active EE | $4,465 | $4,204+6.2% | $3,402+31.2% | $5,609-20.4% |
| Admin fee / account holder | $1,489 | $5,734-74.0% | $3,591-58.5% | $10,829-86.2% |