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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 | $106,749-21.8% | $145,433-42.6% | $82,448+1.2% |
| Participation rate | 88.5% | 75.6%+12.8pp | 82.1%+6.3pp | 68.1%+20.4pp |
| Annual return | 14.54% | 27.59%-13.1pp | 66.58%-52.0pp | 41.64%-27.1pp |
| Employer contribution / active EE | $2,330 | $3,444-32.4% | $4,554-48.8% | $2,551-8.7% |
| Participant deferral / active EE | $4,758 | $6,519-27.0% | $7,897-39.7% | $4,139+15.0% |
| Admin fee / account holder | $1,513 | $8,390-82.0% | $13,129-88.5% | $7,234-79.1% |