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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 | $71,121 | $107,733-34.0% | $92,985-23.5% | $154,746-54.0% |
| Participation rate | 88.9% | 74.6%+14.3pp | 69.5%+19.4pp | 80.7%+8.2pp |
| Annual return | 19.41% | 30.39%-11.0pp | 27.99%-8.6pp | 172.34%-152.9pp |
| Employer contribution / active EE | $2,265 | $3,126-27.6% | $2,662-14.9% | $4,379-48.3% |
| Participant deferral / active EE | $4,142 | $5,053-18.0% | $4,377-5.4% | $6,730-38.5% |
| Admin fee / account holder | $1,640 | $11,369-85.6% | $9,463-82.7% | $14,365-88.6% |