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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 | $70,719 | $106,864-33.8% | $147,318-52.0% | $82,637-14.4% |
| Participation rate | 71.0% | 75.5%-4.5pp | 82.1%-11.1pp | 68.1%+2.9pp |
| Annual return | 23.52% | 27.49%-4.0pp | 70.43%-46.9pp | 53.51%-30.0pp |
| Employer contribution / active EE | $5,109 | $3,417+49.5% | $4,593+11.2% | $2,552+100.2% |
| Participant deferral / active EE | $9,357 | $6,496+44.1% | $7,906+18.4% | $4,126+126.8% |
| Admin fee / account holder | $11,964 | $8,415+42.2% | $13,708-12.7% | $7,339+63.0% |