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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 | $63,652 | $126,661-49.7% | $113,397-43.9% | $138,895-54.2% |
| Participation rate | 88.2% | 79.4%+8.8pp | 76.5%+11.7pp | 79.9%+8.3pp |
| Annual return | 17.46% | 25.05%-7.6pp | 23.20%-5.7pp | 145.39%-127.9pp |
| Employer contribution / active EE | $3,240 | $3,456-6.3% | $2,977+8.8% | $4,194-22.8% |
| Participant deferral / active EE | $9,230 | $5,693+62.1% | $5,076+81.8% | $6,396+44.3% |
| Admin fee / account holder | $17,522 | $14,549+20.4% | $11,957+46.5% | $12,562+39.5% |