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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 | $84,529 | $115,931-27.1% | $185,441-54.4% | $86,983-2.8% |
| Participation rate | 74.1% | 73.6%+0.4pp | 80.3%-6.2pp | 69.5%+4.5pp |
| Annual return | 17.38% | 21.47%-4.1pp | 20.16%-2.8pp | 25.83%-8.4pp |
| Employer contribution / active EE | $3,317 | $2,937+13.0% | $4,672-29.0% | $2,584+28.4% |
| Participant deferral / active EE | $5,446 | $4,551+19.7% | $6,152-11.5% | $4,194+29.9% |
| Admin fee / account holder | $880 | $10,687-91.8% | $17,890-95.1% | $7,856-88.8% |