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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 | $88,952 | $106,749-16.7% | $145,433-38.8% | $82,448+7.9% |
| Participation rate | 88.4% | 75.6%+12.7pp | 82.1%+6.3pp | 68.1%+20.3pp |
| Annual return | 15.20% | 27.59%-12.4pp | 66.58%-51.4pp | 41.64%-26.4pp |
| Employer contribution / active EE | $2,782 | $3,444-19.2% | $4,554-38.9% | $2,551+9.1% |
| Participant deferral / active EE | $6,256 | $6,519-4.0% | $7,897-20.8% | $4,139+51.1% |
| Admin fee / account holder | $2,755 | $8,390-67.2% | $13,129-79.0% | $7,234-61.9% |