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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 | $49,003 | $73,988-33.8% | $96,538-49.2% | $75,177-34.8% |
| Participation rate | 71.4% | 66.4%+5.0pp | 74.3%-2.9pp | 67.2%+4.2pp |
| Annual return | 23.63% | 26.73%-3.1pp | 35.74%-12.1pp | 160.75%-137.1pp |
| Employer contribution / active EE | $2,577 | $2,930-12.1% | $3,740-31.1% | $2,671-3.5% |
| Participant deferral / active EE | $7,008 | $3,660+91.4% | $4,880+43.6% | $4,126+69.8% |
| Admin fee / account holder | $4,143 | $5,220-20.6% | $6,737-38.5% | $5,651-26.7% |