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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 | $85,385 | $106,749-20.0% | $145,433-41.3% | $82,448+3.6% |
| Participation rate | 76.9% | 75.6%+1.3pp | 82.1%-5.2pp | 68.1%+8.9pp |
| Annual return | 20.32% | 27.59%-7.3pp | 66.58%-46.3pp | 41.64%-21.3pp |
| Employer contribution / active EE | $3,160 | $3,444-8.3% | $4,554-30.6% | $2,551+23.9% |
| Participant deferral / active EE | $5,761 | $6,519-11.6% | $7,897-27.1% | $4,139+39.2% |
| Admin fee / account holder | $2,902 | $8,390-65.4% | $13,129-77.9% | $7,234-59.9% |