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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 | $78,567 | $95,453-17.7% | $112,040-29.9% | $82,448-4.7% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.5%+3.5pp | 68.1%+11.9pp |
| Annual return | 15.15% | 23.92%-8.8pp | 24.52%-9.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $2,719 | $2,318+17.3% | $2,954-8.0% | $2,551+6.6% |
| Participant deferral / active EE | $4,831 | $4,224+14.4% | $5,098-5.2% | $4,139+16.7% |
| Admin fee / account holder | $4,335 | $9,013-51.9% | $12,098-64.2% | $7,234-40.1% |