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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 | $48,327 | $106,974-54.8% | $90,796-46.8% | $138,895-65.2% |
| Participation rate | 91.7% | 74.9%+16.8pp | 69.5%+22.2pp | 79.9%+11.7pp |
| Annual return | 16.64% | 20.10%-3.5pp | 19.29%-2.6pp | 145.39%-128.8pp |
| Employer contribution / active EE | $2,900 | $2,609+11.2% | $2,294+26.4% | $4,194-30.9% |
| Participant deferral / active EE | $6,154 | $4,455+38.1% | $3,822+61.0% | $6,396-3.8% |
| Admin fee / account holder | $1,047 | $8,626-87.9% | $7,024-85.1% | $12,562-91.7% |