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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 | $86,229 | $181,896-52.6% | $156,551-44.9% | $273,972-68.5% |
| Participation rate | 95.7% | 88.4%+7.3pp | 84.0%+11.6pp | 83.0%+12.6pp |
| Annual return | 7.91% | 30.74%-22.8pp | 32.23%-24.3pp | 41.46%-33.5pp |
| Employer contribution / active EE | $3,043 | $6,248-51.3% | $5,501-44.7% | $4,869-37.5% |
| Participant deferral / active EE | $4,259 | $5,550-23.3% | $4,871-12.6% | $5,287-19.4% |
| Admin fee / account holder | $1,072 | $15,560-93.1% | $13,028-91.8% | $10,133-89.4% |