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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 | $72,823 | $95,404-23.7% | $113,397-35.8% | $82,637-11.9% |
| Participation rate | 72.7% | 72.8%-0.1pp | 76.5%-3.8pp | 68.1%+4.7pp |
| Annual return | 16.15% | 19.08%-2.9pp | 23.20%-7.1pp | 53.51%-37.4pp |
| Employer contribution / active EE | $1,636 | $2,307-29.1% | $2,977-45.0% | $2,552-35.9% |
| Participant deferral / active EE | $2,766 | $4,220-34.5% | $5,076-45.5% | $4,126-33.0% |
| Admin fee / account holder | $8,491 | $9,168-7.4% | $11,957-29.0% | $7,339+15.7% |