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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 | $83,183 | $56,339+47.6% | $104,299-20.2% | $68,490+21.5% |
| Participation rate | 91.9% | 63.3%+28.6pp | 73.3%+18.6pp | 67.9%+24.0pp |
| Annual return | 10.37% | -9.19%+19.6pp | 24.62%-14.3pp | -7.85%+18.2pp |
| Employer contribution / active EE | $1,680 | $1,960-14.3% | $3,373-50.2% | $2,597-35.3% |
| Participant deferral / active EE | $3,049 | $3,077-0.9% | $4,626-34.1% | $4,028-24.3% |
| Admin fee / account holder | $1,138 | $4,902-76.8% | $7,339-84.5% | $5,403-78.9% |