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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 | $54,706 | $56,287-2.8% | $80,977-32.4% | $62,881-13.0% |
| Participation rate | 84.0% | 68.9%+15.1pp | 75.8%+8.2pp | 69.3%+14.7pp |
| Annual return | 5.87% | 22.13%-16.3pp | 17.11%-11.2pp | 20.14%-14.3pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,975 | $4,196-29.1% | $5,696-47.8% | $3,203-7.1% |
| Admin fee / account holder | $2,216 | $3,742-40.8% | $5,517-59.8% | $4,296-48.4% |