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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 | $65,980 | $64,359+2.5% | $90,161-26.8% | $70,126-5.9% |
| Participation rate | 75.0% | 70.4%+4.6pp | 76.9%-1.9pp | 69.5%+5.5pp |
| Annual return | 16.05% | 28.13%-12.1pp | 34.89%-18.8pp | 73.15%-57.1pp |
| Employer contribution / active EE | $1,362 | $2,046-33.4% | $3,318-59.0% | $2,343-41.9% |
| Participant deferral / active EE | $4,846 | $4,389+10.4% | $5,287-8.3% | $3,332+45.4% |
| Admin fee / account holder | $4,011 | $3,945+1.7% | $5,943-32.5% | $4,645-13.7% |