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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 | $106,864-24.0% | $147,318-44.9% | $82,637-1.7% |
| Participation rate | 94.7% | 75.5%+19.2pp | 82.1%+12.7pp | 68.1%+26.7pp |
| Annual return | 18.75% | 27.49%-8.7pp | 70.43%-51.7pp | 53.51%-34.8pp |
| Employer contribution / active EE | $1,531 | $3,417-55.2% | $4,593-66.7% | $2,552-40.0% |
| Participant deferral / active EE | $6,669 | $6,496+2.7% | $7,906-15.6% | $4,126+61.6% |
| Admin fee / account holder | $720 | $8,415-91.4% | $13,708-94.8% | $7,339-90.2% |