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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 | $52,445 | $93,617-44.0% | $135,982-61.4% | $75,177-30.2% |
| Participation rate | 78.8% | 75.2%+3.6pp | 81.9%-3.1pp | 67.2%+11.6pp |
| Annual return | 25.81% | 30.89%-5.1pp | 68.32%-42.5pp | 160.75%-134.9pp |
| Employer contribution / active EE | $1,948 | $3,538-44.9% | $4,859-59.9% | $2,671-27.1% |
| Participant deferral / active EE | $4,540 | $6,406-29.1% | $7,760-41.5% | $4,126+10.0% |
| Admin fee / account holder | $1,094 | $6,980-84.3% | $10,767-89.8% | $5,651-80.6% |