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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 | $66,789 | $96,558-30.8% | $80,977-17.5% | $273,972-75.6% |
| Participation rate | 88.2% | 79.1%+9.2pp | 75.8%+12.4pp | 83.0%+5.2pp |
| Annual return | 4.62% | 15.14%-10.5pp | 17.11%-12.5pp | 41.46%-36.8pp |
| Employer contribution / active EE | $1,935 | $4,869-60.3% | $3,715-47.9% | $4,869-60.3% |
| Participant deferral / active EE | $3,612 | $6,598-45.2% | $5,696-36.6% | $5,287-31.7% |
| Admin fee / account holder | $6,943 | $7,493-7.3% | $5,517+25.9% | $10,133-31.5% |