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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 | $69,055 | $72,492-4.7% | $87,102-20.7% | $72,983-5.4% |
| Participation rate | 80.8% | 72.8%+8.0pp | 76.9%+3.9pp | 69.5%+11.3pp |
| Annual return | 20.86% | 24.46%-3.6pp | 28.19%-7.3pp | 81.01%-60.1pp |
| Employer contribution / active EE | $1,644 | $1,894-13.2% | $2,521-34.8% | $2,440-32.6% |
| Participant deferral / active EE | $2,763 | $3,270-15.5% | $4,048-31.7% | $3,608-23.4% |
| Admin fee / account holder | $16,366 | $5,055+223.8% | $7,491+118.5% | $5,124+219.4% |