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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 | $90,616 | $106,864-15.2% | $147,318-38.5% | $82,637+9.7% |
| Participation rate | 78.6% | 75.5%+3.1pp | 82.1%-3.5pp | 68.1%+10.5pp |
| Annual return | 22.94% | 27.49%-4.6pp | 70.43%-47.5pp | 53.51%-30.6pp |
| Employer contribution / active EE | $3,606 | $3,417+5.5% | $4,593-21.5% | $2,552+41.3% |
| Participant deferral / active EE | $8,767 | $6,496+35.0% | $7,906+10.9% | $4,126+112.5% |
| Admin fee / account holder | $1,925 | $8,415-77.1% | $13,708-86.0% | $7,339-73.8% |