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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 | $124,642 | $181,896-31.5% | $156,551-20.4% | $273,972-54.5% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 3.11% | 30.74%-27.6pp | 32.23%-29.1pp | 41.46%-38.3pp |
| Employer contribution / active EE | $1,983 | $6,248-68.3% | $5,501-64.0% | $4,869-59.3% |
| Participant deferral / active EE | $6,002 | $5,550+8.1% | $4,871+23.2% | $5,287+13.5% |
| Admin fee / account holder | $2,275 | $15,560-85.4% | $13,028-82.5% | $10,133-77.5% |