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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 | $108,297 | $56,894+90.4% | $84,753+27.8% | $62,881+72.2% |
| Participation rate | 70.0% | 68.5%+1.5pp | 76.6%-6.6pp | 69.3%+0.7pp |
| Annual return | 6.85% | 6.30%+0.5pp | 22.78%-15.9pp | 20.14%-13.3pp |
| Employer contribution / active EE | $6,495 | $2,400+170.7% | $3,574+81.7% | $2,281+184.8% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $626 | $3,581-82.5% | $5,333-88.3% | $4,296-85.4% |