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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 | $85,086 | $87,834-3.1% | $133,975-36.5% | $62,881+35.3% |
| Participation rate | 87.5% | 83.4%+4.1pp | 87.1%+0.4pp | 69.3%+18.2pp |
| Annual return | 7.68% | 12.05%-4.4pp | 29.29%-21.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $4,681 | $3,482+34.4% | $5,211-10.2% | $2,281+105.2% |
| Participant deferral / active EE | $10,188 | $4,812+111.7% | $6,282+62.2% | $3,203+218.1% |
| Admin fee / account holder | $1,365 | $5,372-74.6% | $9,324-85.4% | $4,296-68.2% |