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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 | $80,665 | $65,712+22.8% | $57,196+41.0% | $273,972-70.6% |
| Participation rate | 72.7% | 78.3%-5.6pp | 75.3%-2.6pp | 83.0%-10.3pp |
| Annual return | 1.57% | 22.01%-20.4pp | 14.59%-13.0pp | 41.46%-39.9pp |
| Employer contribution / active EE | $7,388 | $3,280+125.2% | $2,683+175.4% | $4,869+51.7% |
| Participant deferral / active EE | $7,429 | $3,782+96.4% | $3,096+139.9% | $5,287+40.5% |
| Admin fee / account holder | $17,911 | $4,838+270.2% | $3,141+470.3% | $10,133+76.8% |