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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 | $106,524-19.8% | $152,301-43.9% | $87,485-2.4% |
| Participation rate | 76.9% | 75.8%+1.2pp | 82.4%-5.5pp | 68.9%+8.0pp |
| Annual return | 20.32% | 26.89%-6.6pp | 80.50%-60.2pp | 26.06%-5.7pp |
| Employer contribution / active EE | $3,160 | $3,371-6.3% | $4,624-31.7% | $2,596+21.7% |
| Participant deferral / active EE | $5,761 | $6,525-11.7% | $8,004-28.0% | $4,274+34.8% |
| Admin fee / account holder | $2,902 | $8,287-65.0% | $14,398-79.8% | $7,775-62.7% |