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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 | $106,749-30.4% | $145,433-48.9% | $82,448-9.8% |
| Participation rate | 93.3% | 75.6%+17.7pp | 82.1%+11.2pp | 68.1%+25.3pp |
| Annual return | 17.38% | 27.59%-10.2pp | 66.58%-49.2pp | 41.64%-24.3pp |
| Employer contribution / active EE | $2,041 | $3,444-40.8% | $4,554-55.2% | $2,551-20.0% |
| Participant deferral / active EE | $7,827 | $6,519+20.1% | $7,897-0.9% | $4,139+89.1% |
| Admin fee / account holder | $4,720 | $8,390-43.7% | $13,129-64.0% | $7,234-34.8% |