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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 | $136,860-47.3% | $120,344-40.0% | $154,746-53.4% |
| Participation rate | 85.7% | 79.9%+5.8pp | 76.7%+9.0pp | 80.7%+5.0pp |
| Annual return | 10.84% | 21.38%-10.5pp | 20.30%-9.5pp | 172.34%-161.5pp |
| Employer contribution / active EE | $1,516 | $3,533-57.1% | $3,020-49.8% | $4,379-65.4% |
| Participant deferral / active EE | $5,664 | $5,793-2.2% | $5,135+10.3% | $6,730-15.8% |
| Admin fee / account holder | $8,115 | $15,393-47.3% | $12,742-36.3% | $14,365-43.5% |