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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 | $77,960 | $94,439-17.4% | $73,658+5.8% | $154,746-49.6% |
| Participation rate | 76.9% | 64.7%+12.3pp | 57.0%+19.9pp | 80.7%-3.8pp |
| Annual return | 13.61% | 28.25%-14.6pp | 29.72%-16.1pp | 172.34%-158.7pp |
| Employer contribution / active EE | $1,651 | $1,257+31.3% | $1,032+59.9% | $4,379-62.3% |
| Participant deferral / active EE | $6,206 | $2,527+145.6% | $2,062+201.0% | $6,730-7.8% |
| Admin fee / account holder | $3,527 | $3,843-8.2% | $3,357+5.1% | $14,365-75.4% |