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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 | $100,194-21.6% | $122,979-36.1% | $86,983-9.7% |
| Participation rate | 80.0% | 73.0%+7.0pp | 77.2%+2.8pp | 69.5%+10.5pp |
| Annual return | 15.15% | 16.47%-1.3pp | 20.12%-5.0pp | 25.83%-10.7pp |
| Employer contribution / active EE | $2,719 | $2,326+16.9% | $3,062-11.2% | $2,584+5.2% |
| Participant deferral / active EE | $4,831 | $4,133+16.9% | $5,003-3.4% | $4,194+15.2% |
| Admin fee / account holder | $4,335 | $10,148-57.3% | $12,864-66.3% | $7,856-44.8% |