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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 | $162,921 | $181,896-10.4% | $156,551+4.1% | $273,972-40.5% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 7.77% | 30.74%-23.0pp | 32.23%-24.5pp | 41.46%-33.7pp |
| Employer contribution / active EE | $3,480 | $6,248-44.3% | $5,501-36.7% | $4,869-28.5% |
| Participant deferral / active EE | $5,622 | $5,550+1.3% | $4,871+15.4% | $5,287+6.3% |
| Admin fee / account holder | $1,603 | $15,560-89.7% | $13,028-87.7% | $10,133-84.2% |