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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 | $139,579 | $65,712+112.4% | $57,196+144.0% | $273,972-49.1% |
| Participation rate | 82.4% | 78.3%+4.0pp | 75.3%+7.0pp | 83.0%-0.7pp |
| Annual return | 5.51% | 22.01%-16.5pp | 14.59%-9.1pp | 41.46%-35.9pp |
| Employer contribution / active EE | $4,027 | $3,280+22.8% | $2,683+50.1% | $4,869-17.3% |
| Participant deferral / active EE | $2,445 | $3,782-35.4% | $3,096-21.0% | $5,287-53.8% |
| Admin fee / account holder | $1,502 | $4,838-68.9% | $3,141-52.2% | $10,133-85.2% |