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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 | $82,564 | $146,267-43.6% | $197,124-58.1% | $82,448+0.1% |
| Participation rate | 92.7% | 84.0%+8.7pp | 86.7%+6.0pp | 68.1%+24.6pp |
| Annual return | 22.22% | 29.61%-7.4pp | 44.34%-22.1pp | 41.64%-19.4pp |
| Employer contribution / active EE | $3,637 | $4,723-23.0% | $6,227-41.6% | $2,551+42.6% |
| Participant deferral / active EE | $6,636 | $7,035-5.7% | $9,135-27.4% | $4,139+60.3% |
| Admin fee / account holder | $619 | $14,422-95.7% | $16,298-96.2% | $7,234-91.4% |