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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 | $69,737 | $182,442-61.8% | $163,379-57.3% | $138,895-49.8% |
| Participation rate | 83.3% | 79.8%+3.6pp | 76.8%+6.5pp | 79.9%+3.4pp |
| Annual return | 20.42% | 72.74%-52.3pp | 63.41%-43.0pp | 145.39%-125.0pp |
| Employer contribution / active EE | $1,432 | $4,159-65.6% | $3,752-61.8% | $4,194-65.9% |
| Participant deferral / active EE | $6,062 | $6,817-11.1% | $6,282-3.5% | $6,396-5.2% |
| Admin fee / account holder | $719 | $10,396-93.1% | $9,818-92.7% | $12,562-94.3% |