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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 | $128,648 | $67,602+90.3% | $82,312+56.3% | $70,126+83.5% |
| Participation rate | 78.1% | 72.8%+5.4pp | 76.9%+1.2pp | 69.5%+8.6pp |
| Annual return | 14.96% | 21.57%-6.6pp | 25.88%-10.9pp | 73.15%-58.2pp |
| Employer contribution / active EE | $1,059 | $1,755-39.7% | $2,428-56.4% | $2,343-54.8% |
| Participant deferral / active EE | $2,564 | $2,987-14.2% | $3,706-30.8% | $3,332-23.1% |
| Admin fee / account holder | $1,479 | $4,512-67.2% | $5,608-73.6% | $4,645-68.2% |