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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 | $78,623 | $139,948-43.8% | $121,663-35.4% | $154,746-49.2% |
| Participation rate | 81.8% | 78.0%+3.8pp | 74.5%+7.3pp | 80.7%+1.1pp |
| Annual return | 16.34% | 230.52%-214.2pp | 147.54%-131.2pp | 172.34%-156.0pp |
| Employer contribution / active EE | $2,286 | $3,521-35.1% | $3,020-24.3% | $4,379-47.8% |
| Participant deferral / active EE | $6,331 | $5,629+12.5% | $4,887+29.5% | $6,730-5.9% |
| Admin fee / account holder | $9,639 | $17,321-44.3% | $14,289-32.5% | $14,365-32.9% |