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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 | $75,803 | $153,311-50.6% | $109,313-30.7% | $273,972-72.3% |
| Participation rate | 80.0% | 80.1%-0.1pp | 71.3%+8.7pp | 83.0%-3.0pp |
| Annual return | 8.10% | 29.86%-21.8pp | 22.07%-14.0pp | 41.46%-33.4pp |
| Employer contribution / active EE | $3,478 | $5,619-38.1% | $3,892-10.6% | $4,869-28.6% |
| Participant deferral / active EE | $5,029 | $3,932+27.9% | $3,166+58.8% | $5,287-4.9% |
| Admin fee / account holder | $2,457 | $8,076-69.6% | $5,666-56.6% | $10,133-75.7% |