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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 | $60,202 | $106,864-43.7% | $147,318-59.1% | $82,637-27.1% |
| Participation rate | 75.6% | 75.5%+0.1pp | 82.1%-6.5pp | 68.1%+7.6pp |
| Annual return | 16.87% | 27.49%-10.6pp | 70.43%-53.6pp | 53.51%-36.6pp |
| Employer contribution / active EE | $2,771 | $3,417-18.9% | $4,593-39.7% | $2,552+8.6% |
| Participant deferral / active EE | $7,263 | $6,496+11.8% | $7,906-8.1% | $4,126+76.0% |
| Admin fee / account holder | $6,360 | $8,415-24.4% | $13,708-53.6% | $7,339-13.3% |