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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 | $126,661-22.3% | $113,397-13.2% | $138,895-29.1% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.5%+3.5pp | 79.9%+0.1pp |
| Annual return | 21.03% | 25.05%-4.0pp | 23.20%-2.2pp | 145.39%-124.4pp |
| Employer contribution / active EE | $2,125 | $3,456-38.5% | $2,977-28.6% | $4,194-49.3% |
| Participant deferral / active EE | $8,918 | $5,693+56.7% | $5,076+75.7% | $6,396+39.4% |
| Admin fee / account holder | $5,061 | $14,549-65.2% | $11,957-57.7% | $12,562-59.7% |