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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 | $77,492-23.1% | $100,398-40.6% | $80,911-26.3% |
| Participation rate | 78.1% | 76.9%+1.2pp | 81.5%-3.4pp | 67.6%+10.5pp |
| Annual return | 18.02% | 37.23%-19.2pp | 49.32%-31.3pp | 35.63%-17.6pp |
| Employer contribution / active EE | $3,642 | $2,800+30.1% | $3,946-7.7% | $2,756+32.2% |
| Participant deferral / active EE | $7,546 | $6,817+10.7% | $8,084-6.7% | $4,297+75.6% |
| Admin fee / account holder | $366 | $5,892-93.8% | $7,893-95.4% | $6,935-94.7% |