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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 | $47,603 | $81,504-41.6% | $102,437-53.5% | $80,959-41.2% |
| Participation rate | 79.4% | 66.9%+12.6pp | 74.5%+4.9pp | 67.7%+11.7pp |
| Annual return | 13.81% | 25.60%-11.8pp | 24.95%-11.1pp | 35.67%-21.9pp |
| Employer contribution / active EE | $3,640 | $3,104+17.3% | $3,871-6.0% | $2,757+32.0% |
| Participant deferral / active EE | $7,181 | $3,871+85.5% | $5,060+41.9% | $4,300+67.0% |
| Admin fee / account holder | $710 | $6,719-89.4% | $8,388-91.5% | $6,925-89.7% |