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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 | $85,368 | $95,404-10.5% | $113,397-24.7% | $82,637+3.3% |
| Participation rate | 73.3% | 72.8%+0.5pp | 76.5%-3.2pp | 68.1%+5.3pp |
| Annual return | 16.72% | 19.08%-2.4pp | 23.20%-6.5pp | 53.51%-36.8pp |
| Employer contribution / active EE | $2,160 | $2,307-6.4% | $2,977-27.5% | $2,552-15.4% |
| Participant deferral / active EE | $6,238 | $4,220+47.8% | $5,076+22.9% | $4,126+51.2% |
| Admin fee / account holder | $3,429 | $9,168-62.6% | $11,957-71.3% | $7,339-53.3% |