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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 | $61,247 | $76,407-19.8% | $150,298-59.2% | $82,448-25.7% |
| Participation rate | 85.3% | 66.4%+18.9pp | 77.8%+7.6pp | 68.1%+17.3pp |
| Annual return | 15.20% | 39.99%-24.8pp | 62.79%-47.6pp | 41.64%-26.4pp |
| Employer contribution / active EE | $2,352 | $2,614-10.0% | $4,154-43.4% | $2,551-7.8% |
| Participant deferral / active EE | $3,871 | $3,214+20.4% | $5,453-29.0% | $4,139-6.5% |
| Admin fee / account holder | $6,801 | $6,352+7.1% | $14,116-51.8% | $7,234-6.0% |