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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 | $72,163 | $167,415-56.9% | $140,514-48.6% | $198,609-63.7% |
| Participation rate | 85.7% | 80.9%+4.8pp | 77.8%+7.9pp | 82.4%+3.3pp |
| Annual return | 10.84% | 13.85%-3.0pp | 14.36%-3.5pp | 202.70%-191.9pp |
| Employer contribution / active EE | $1,516 | $4,088-62.9% | $3,378-55.1% | $5,055-70.0% |
| Participant deferral / active EE | $5,664 | $5,579+1.5% | $4,919+15.2% | $6,977-18.8% |
| Admin fee / account holder | $8,115 | $16,730-51.5% | $13,697-40.8% | $19,030-57.4% |