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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 | $86,491 | $99,380-13.0% | $90,312-4.2% | $155,188-44.3% |
| Participation rate | 88.2% | 77.3%+10.9pp | 72.9%+15.3pp | 80.8%+7.4pp |
| Annual return | 18.83% | 19.35%-0.5pp | 18.90%-0.1pp | 148.84%-130.0pp |
| Employer contribution / active EE | $1,232 | $2,390-48.4% | $2,243-45.0% | $4,248-71.0% |
| Participant deferral / active EE | $3,989 | $4,212-5.3% | $3,749+6.4% | $6,531-38.9% |
| Admin fee / account holder | $1,512 | $9,766-84.5% | $8,248-81.7% | $14,480-89.6% |