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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 | $99,875-16.4% | $146,866-43.2% | $86,983-4.1% |
| Participation rate | 88.5% | 75.8%+12.7pp | 82.5%+6.0pp | 69.5%+18.9pp |
| Annual return | 14.54% | 28.10%-13.6pp | 102.85%-88.3pp | 25.83%-11.3pp |
| Employer contribution / active EE | $2,330 | $3,224-27.7% | $4,425-47.3% | $2,584-9.9% |
| Participant deferral / active EE | $4,758 | $6,322-24.7% | $7,759-38.7% | $4,194+13.5% |
| Admin fee / account holder | $1,513 | $7,838-80.7% | $13,620-88.9% | $7,856-80.7% |