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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 | $75,112 | $135,956-44.8% | $123,894-39.4% | $273,972-72.6% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 4.61% | 56.63%-52.0pp | 47.52%-42.9pp | 41.46%-36.8pp |
| Employer contribution / active EE | $2,418 | $5,170-53.2% | $4,617-47.6% | $4,869-50.3% |
| Participant deferral / active EE | $5,698 | $6,343-10.2% | $5,984-4.8% | $5,287+7.8% |
| Admin fee / account holder | $999 | $9,817-89.8% | $8,357-88.1% | $10,133-90.1% |