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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 | $94,040 | $78,425+19.9% | $95,956-2.0% | $79,858+17.8% |
| Participation rate | 80.0% | 73.5%+6.5pp | 77.1%+2.9pp | 69.6%+10.4pp |
| Annual return | 20.91% | 19.37%+1.5pp | 91.63%-70.7pp | 31.72%-10.8pp |
| Employer contribution / active EE | $586 | $1,945-69.9% | $2,541-76.9% | $2,471-76.3% |
| Participant deferral / active EE | $8,520 | $3,440+147.7% | $4,167+104.5% | $3,740+127.8% |
| Admin fee / account holder | $1,994 | $5,622-64.5% | $6,797-70.7% | $5,306-62.4% |