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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 | $109,843 | $106,524+3.1% | $152,301-27.9% | $87,485+25.6% |
| Participation rate | 78.4% | 75.8%+2.6pp | 82.4%-4.1pp | 68.9%+9.4pp |
| Annual return | 18.47% | 26.89%-8.4pp | 80.50%-62.0pp | 26.06%-7.6pp |
| Employer contribution / active EE | $5,212 | $3,371+54.6% | $4,624+12.7% | $2,596+100.8% |
| Participant deferral / active EE | $8,787 | $6,525+34.7% | $8,004+9.8% | $4,274+105.6% |
| Admin fee / account holder | $543 | $8,287-93.5% | $14,398-96.2% | $7,775-93.0% |