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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 | $50,702 | $103,164-50.9% | $90,259-43.8% | $154,746-67.2% |
| Participation rate | 91.7% | 76.1%+15.6pp | 70.7%+20.9pp | 80.7%+11.0pp |
| Annual return | 11.30% | 19.25%-8.0pp | 18.88%-7.6pp | 172.34%-161.0pp |
| Employer contribution / active EE | $0 | $2,532-100.0% | $2,291-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,622 | $4,422+4.5% | $3,827+20.8% | $6,730-31.3% |
| Admin fee / account holder | $878 | $8,593-89.8% | $7,267-87.9% | $14,365-93.9% |