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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 | $90,859 | $106,864-15.0% | $147,318-38.3% | $82,637+9.9% |
| Participation rate | 72.7% | 75.5%-2.8pp | 82.1%-9.3pp | 68.1%+4.7pp |
| Annual return | 17.30% | 27.49%-10.2pp | 70.43%-53.1pp | 53.51%-36.2pp |
| Employer contribution / active EE | $4,218 | $3,417+23.4% | $4,593-8.2% | $2,552+65.3% |
| Participant deferral / active EE | $6,442 | $6,496-0.8% | $7,906-18.5% | $4,126+56.1% |
| Admin fee / account holder | $3,312 | $8,415-60.6% | $13,708-75.8% | $7,339-54.9% |