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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 | $79,266 | $83,485-5.1% | $125,195-36.7% | $72,976+8.6% |
| Participation rate | 83.9% | 73.3%+10.6pp | 79.8%+4.1pp | 69.5%+14.4pp |
| Annual return | 26.57% | 25.77%+0.8pp | 43.79%-17.2pp | 81.02%-54.4pp |
| Employer contribution / active EE | $3,295 | $2,346+40.4% | $3,866-14.8% | $2,440+35.0% |
| Participant deferral / active EE | $6,201 | $3,586+72.9% | $4,937+25.6% | $3,608+71.9% |
| Admin fee / account holder | $3,815 | $5,518-30.9% | $9,704-60.7% | $5,124-25.6% |