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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 | $59,611 | $77,472-23.1% | $100,392-40.6% | $80,935-26.3% |
| Participation rate | 78.1% | 76.9%+1.2pp | 81.5%-3.4pp | 67.7%+10.5pp |
| Annual return | 18.02% | 37.26%-19.2pp | 49.45%-31.4pp | 35.66%-17.6pp |
| Employer contribution / active EE | $3,642 | $2,800+30.1% | $3,941-7.6% | $2,757+32.1% |
| Participant deferral / active EE | $7,546 | $6,818+10.7% | $8,090-6.7% | $4,299+75.5% |
| Admin fee / account holder | $366 | $5,885-93.8% | $7,904-95.4% | $6,924-94.7% |