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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 | $83,459 | $106,864-21.9% | $147,318-43.3% | $82,637+1.0% |
| Participation rate | 88.5% | 75.5%+13.0pp | 82.1%+6.4pp | 68.1%+20.4pp |
| Annual return | 14.54% | 27.49%-13.0pp | 70.43%-55.9pp | 53.51%-39.0pp |
| Employer contribution / active EE | $2,330 | $3,417-31.8% | $4,593-49.3% | $2,552-8.7% |
| Participant deferral / active EE | $4,758 | $6,496-26.7% | $7,906-39.8% | $4,126+15.3% |
| Admin fee / account holder | $1,513 | $8,415-82.0% | $13,708-89.0% | $7,339-79.4% |