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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 | $44,883 | $93,598-52.0% | $135,974-67.0% | $75,173-40.3% |
| Participation rate | 75.0% | 75.2%-0.2pp | 81.9%-6.9pp | 67.2%+7.8pp |
| Annual return | 17.78% | 30.89%-13.1pp | 68.30%-50.5pp | 160.72%-142.9pp |
| Employer contribution / active EE | $3,850 | $3,538+8.8% | $4,859-20.8% | $2,671+44.2% |
| Participant deferral / active EE | $7,993 | $6,405+24.8% | $7,760+3.0% | $4,126+93.7% |
| Admin fee / account holder | $7,873 | $6,978+12.8% | $10,767-26.9% | $5,651+39.3% |