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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 | $55,281 | $99,875-44.7% | $146,866-62.4% | $86,983-36.4% |
| Participation rate | 82.8% | 75.8%+7.0pp | 82.5%+0.3pp | 69.5%+13.2pp |
| Annual return | 16.80% | 28.10%-11.3pp | 102.85%-86.1pp | 25.83%-9.0pp |
| Employer contribution / active EE | $1,919 | $3,224-40.5% | $4,425-56.6% | $2,584-25.8% |
| Participant deferral / active EE | $4,586 | $6,322-27.5% | $7,759-40.9% | $4,194+9.4% |
| Admin fee / account holder | $6,328 | $7,838-19.3% | $13,620-53.5% | $7,856-19.5% |