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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 | $112,165 | $65,712+70.7% | $57,196+96.1% | $273,972-59.1% |
| Participation rate | 85.7% | 78.3%+7.4pp | 75.3%+10.4pp | 83.0%+2.7pp |
| Annual return | 5.48% | 22.01%-16.5pp | 14.59%-9.1pp | 41.46%-36.0pp |
| Employer contribution / active EE | $8,828 | $3,280+169.1% | $2,683+229.0% | $4,869+81.3% |
| Participant deferral / active EE | $4,463 | $3,782+18.0% | $3,096+44.2% | $5,287-15.6% |
| Admin fee / account holder | $3,246 | $4,838-32.9% | $3,141+3.4% | $10,133-68.0% |