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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 | $74,345 | $106,864-30.4% | $147,318-49.5% | $82,637-10.0% |
| Participation rate | 93.3% | 75.5%+17.8pp | 82.1%+11.3pp | 68.1%+25.3pp |
| Annual return | 17.38% | 27.49%-10.1pp | 70.43%-53.1pp | 53.51%-36.1pp |
| Employer contribution / active EE | $2,041 | $3,417-40.3% | $4,593-55.6% | $2,552-20.0% |
| Participant deferral / active EE | $7,827 | $6,496+20.5% | $7,906-1.0% | $4,126+89.7% |
| Admin fee / account holder | $4,720 | $8,415-43.9% | $13,708-65.6% | $7,339-35.7% |