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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 | $90,708 | $106,524-14.8% | $152,301-40.4% | $87,485+3.7% |
| Participation rate | 83.9% | 75.8%+8.1pp | 82.4%+1.4pp | 68.9%+14.9pp |
| Annual return | 15.58% | 26.89%-11.3pp | 80.50%-64.9pp | 26.06%-10.5pp |
| Employer contribution / active EE | $3,851 | $3,371+14.2% | $4,624-16.7% | $2,596+48.3% |
| Participant deferral / active EE | $4,039 | $6,525-38.1% | $8,004-49.5% | $4,274-5.5% |
| Admin fee / account holder | $3,499 | $8,287-57.8% | $14,398-75.7% | $7,775-55.0% |