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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 | $102,205 | $39,132+161.2% | $57,196+78.7% | $62,881+62.5% |
| Participation rate | 79.6% | 70.5%+9.1pp | 75.3%+4.3pp | 69.3%+10.3pp |
| Annual return | 11.48% | 9.24%+2.2pp | 14.59%-3.1pp | 20.14%-8.7pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,596 | $2,374+51.5% | $3,096+16.1% | $3,203+12.3% |
| Admin fee / account holder | $7,769 | $2,594+199.5% | $3,141+147.4% | $4,296+80.8% |