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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 | $138,312-54.0% | $122,979-48.2% | $155,188-59.0% |
| Participation rate | 88.2% | 80.2%+8.0pp | 77.2%+11.0pp | 80.8%+7.4pp |
| Annual return | 17.46% | 22.06%-4.6pp | 20.12%-2.7pp | 148.84%-131.4pp |
| Employer contribution / active EE | $3,240 | $3,530-8.2% | $3,062+5.8% | $4,248-23.7% |
| Participant deferral / active EE | $9,230 | $5,592+65.1% | $5,003+84.5% | $6,531+41.3% |
| Admin fee / account holder | $17,522 | $15,089+16.1% | $12,864+36.2% | $14,480+21.0% |