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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 | $117,792 | $65,712+79.3% | $57,196+105.9% | $273,972-57.0% |
| Participation rate | 83.3% | 78.3%+5.0pp | 75.3%+8.0pp | 83.0%+0.3pp |
| Annual return | 6.33% | 22.01%-15.7pp | 14.59%-8.3pp | 41.46%-35.1pp |
| Employer contribution / active EE | $4,324 | $3,280+31.8% | $2,683+61.2% | $4,869-11.2% |
| Participant deferral / active EE | $6,471 | $3,782+71.1% | $3,096+109.0% | $5,287+22.4% |
| Admin fee / account holder | $1,140 | $4,838-76.4% | $3,141-63.7% | $10,133-88.7% |