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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 | $98,444 | $138,312-28.8% | $122,979-20.0% | $155,188-36.6% |
| Participation rate | 80.0% | 80.2%-0.2pp | 77.2%+2.8pp | 80.8%-0.8pp |
| Annual return | 21.03% | 22.06%-1.0pp | 20.12%+0.9pp | 148.84%-127.8pp |
| Employer contribution / active EE | $2,125 | $3,530-39.8% | $3,062-30.6% | $4,248-50.0% |
| Participant deferral / active EE | $8,918 | $5,592+59.5% | $5,003+78.3% | $6,531+36.5% |
| Admin fee / account holder | $5,061 | $15,089-66.5% | $12,864-60.7% | $14,480-65.0% |