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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 | $106,524-48.1% | $152,301-63.7% | $87,485-36.8% |
| Participation rate | 82.8% | 75.8%+7.0pp | 82.4%+0.3pp | 68.9%+13.8pp |
| Annual return | 16.80% | 26.89%-10.1pp | 80.50%-63.7pp | 26.06%-9.3pp |
| Employer contribution / active EE | $1,919 | $3,371-43.1% | $4,624-58.5% | $2,596-26.1% |
| Participant deferral / active EE | $4,586 | $6,525-29.7% | $8,004-42.7% | $4,274+7.3% |
| Admin fee / account holder | $6,328 | $8,287-23.6% | $14,398-56.1% | $7,775-18.6% |