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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 | $56,597 | $106,864-47.0% | $147,318-61.6% | $82,637-31.5% |
| Participation rate | 73.1% | 75.5%-2.4pp | 82.1%-9.0pp | 68.1%+5.0pp |
| Annual return | 28.76% | 27.49%+1.3pp | 70.43%-41.7pp | 53.51%-24.7pp |
| Employer contribution / active EE | $2,608 | $3,417-23.7% | $4,593-43.2% | $2,552+2.2% |
| Participant deferral / active EE | $5,537 | $6,496-14.8% | $7,906-30.0% | $4,126+34.2% |
| Admin fee / account holder | $4,186 | $8,415-50.3% | $13,708-69.5% | $7,339-43.0% |