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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 | $55,331 | $104,098-46.8% | $140,514-60.6% | $94,015-41.1% |
| Participation rate | 98.6% | 73.7%+24.9pp | 77.8%+20.9pp | 70.8%+27.8pp |
| Annual return | 14.60% | 15.14%-0.5pp | 14.36%+0.2pp | 17.84%-3.2pp |
| Employer contribution / active EE | $6,744 | $2,388+182.4% | $3,378+99.6% | $2,790+141.7% |
| Participant deferral / active EE | $2,898 | $4,033-28.1% | $4,919-41.1% | $4,249-31.8% |
| Admin fee / account holder | $3,786 | $10,439-63.7% | $13,697-72.4% | $8,951-57.7% |