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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 | $81,212 | $106,749-23.9% | $145,433-44.2% | $82,448-1.5% |
| Participation rate | 94.7% | 75.6%+19.1pp | 82.1%+12.6pp | 68.1%+26.7pp |
| Annual return | 18.75% | 27.59%-8.8pp | 66.58%-47.8pp | 41.64%-22.9pp |
| Employer contribution / active EE | $1,531 | $3,444-55.6% | $4,554-66.4% | $2,551-40.0% |
| Participant deferral / active EE | $6,669 | $6,519+2.3% | $7,897-15.5% | $4,139+61.1% |
| Admin fee / account holder | $720 | $8,390-91.4% | $13,129-94.5% | $7,234-90.1% |