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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 | $77,406 | $99,345-22.1% | $84,753-8.7% | $273,972-71.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.93% | 22.93%-17.0pp | 22.78%-16.9pp | 41.46%-35.5pp |
| Employer contribution / active EE | $5,026 | $4,214+19.3% | $3,574+40.6% | $4,869+3.2% |
| Participant deferral / active EE | $4,364 | $4,270+2.2% | $3,712+17.6% | $5,287-17.5% |
| Admin fee / account holder | $586 | $6,645-91.2% | $5,333-89.0% | $10,133-94.2% |