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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 | $91,795 | $72,269+27.0% | $101,271-9.4% | $79,852+15.0% |
| Participation rate | 79.4% | 68.5%+11.0pp | 75.8%+3.6pp | 69.6%+9.8pp |
| Annual return | 19.22% | 22.29%-3.1pp | 46.48%-27.3pp | 31.72%-12.5pp |
| Employer contribution / active EE | $2,044 | $2,692-24.1% | $3,660-44.2% | $2,471-17.3% |
| Participant deferral / active EE | $7,888 | $3,282+140.4% | $4,371+80.5% | $3,740+110.9% |
| Admin fee / account holder | $1,767 | $4,401-59.8% | $5,948-70.3% | $5,306-66.7% |