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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 | $80,005 | $69,590+15.0% | $136,867-41.5% | $94,015-14.9% |
| Participation rate | 72.7% | 66.3%+6.4pp | 74.5%-1.8pp | 70.8%+1.9pp |
| Annual return | 13.52% | 19.62%-6.1pp | 42.97%-29.5pp | 17.84%-4.3pp |
| Employer contribution / active EE | $2,280 | $2,396-4.9% | $3,547-35.7% | $2,790-18.3% |
| Participant deferral / active EE | $8,173 | $3,437+137.8% | $4,924+66.0% | $4,249+92.3% |
| Admin fee / account holder | $4,519 | $8,912-49.3% | $10,340-56.3% | $8,951-49.5% |