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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 | $97,625 | $110,137-11.4% | $161,149-39.4% | $82,637+18.1% |
| Participation rate | 80.6% | 72.4%+8.3pp | 78.8%+1.8pp | 68.1%+12.6pp |
| Annual return | 16.46% | 20.69%-4.2pp | 21.16%-4.7pp | 53.51%-37.0pp |
| Employer contribution / active EE | $6,939 | $2,856+142.9% | $4,360+59.1% | $2,552+171.9% |
| Participant deferral / active EE | $7,597 | $4,575+66.1% | $6,153+23.5% | $4,126+84.1% |
| Admin fee / account holder | $805 | $9,467-91.5% | $15,194-94.7% | $7,339-89.0% |