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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 | $74,273 | $106,524-30.3% | $152,301-51.2% | $87,485-15.1% |
| Participation rate | 71.0% | 75.8%-4.8pp | 82.4%-11.5pp | 68.9%+2.0pp |
| Annual return | 17.55% | 26.89%-9.3pp | 80.50%-63.0pp | 26.06%-8.5pp |
| Employer contribution / active EE | $3,512 | $3,371+4.2% | $4,624-24.0% | $2,596+35.3% |
| Participant deferral / active EE | $7,920 | $6,525+21.4% | $8,004-1.0% | $4,274+85.3% |
| Admin fee / account holder | $8,905 | $8,287+7.5% | $14,398-38.1% | $7,775+14.5% |