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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 | $59,453 | $76,551-22.3% | $123,894-52.0% | $62,881-5.5% |
| Participation rate | 77.3% | 73.0%+4.3pp | 81.4%-4.1pp | 69.3%+8.0pp |
| Annual return | 11.68% | 18.68%-7.0pp | 47.52%-35.8pp | 20.14%-8.5pp |
| Employer contribution / active EE | $2,234 | $2,882-22.5% | $4,617-51.6% | $2,281-2.1% |
| Participant deferral / active EE | $5,436 | $4,840+12.3% | $5,984-9.2% | $3,203+69.7% |
| Admin fee / account holder | $3,711 | $4,826-23.1% | $8,357-55.6% | $4,296-13.6% |