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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 | $77,864 | $177,156-56.0% | $147,027-47.0% | $154,746-49.7% |
| Participation rate | 85.7% | 79.4%+6.4pp | 73.7%+12.0pp | 80.7%+5.0pp |
| Annual return | 14.53% | 21.94%-7.4pp | 20.23%-5.7pp | 172.34%-157.8pp |
| Employer contribution / active EE | $1,606 | $4,336-63.0% | $3,626-55.7% | $4,379-63.3% |
| Participant deferral / active EE | $2,086 | $5,797-64.0% | $4,933-57.7% | $6,730-69.0% |
| Admin fee / account holder | $2,990 | $14,904-79.9% | $12,223-75.5% | $14,365-79.2% |