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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 | $55,787 | $146,267-61.9% | $197,124-71.7% | $82,448-32.3% |
| Participation rate | 73.8% | 84.0%-10.2pp | 86.7%-12.9pp | 68.1%+5.7pp |
| Annual return | 19.78% | 29.61%-9.8pp | 44.34%-24.6pp | 41.64%-21.9pp |
| Employer contribution / active EE | $3,927 | $4,723-16.9% | $6,227-36.9% | $2,551+54.0% |
| Participant deferral / active EE | $8,293 | $7,035+17.9% | $9,135-9.2% | $4,139+100.3% |
| Admin fee / account holder | $3,022 | $14,422-79.0% | $16,298-81.5% | $7,234-58.2% |