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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 | $67,209 | $76,407-12.0% | $150,298-55.3% | $82,448-18.5% |
| Participation rate | 74.5% | 66.4%+8.1pp | 77.8%-3.3pp | 68.1%+6.4pp |
| Annual return | 15.92% | 39.99%-24.1pp | 62.79%-46.9pp | 41.64%-25.7pp |
| Employer contribution / active EE | $2,773 | $2,614+6.1% | $4,154-33.2% | $2,551+8.7% |
| Participant deferral / active EE | $4,813 | $3,214+49.7% | $5,453-11.7% | $4,139+16.3% |
| Admin fee / account holder | $11,342 | $6,352+78.6% | $14,116-19.6% | $7,234+56.8% |