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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 | $57,161 | $39,132+46.1% | $57,196-0.1% | $62,881-9.1% |
| Participation rate | 92.5% | 70.5%+22.0pp | 75.3%+17.1pp | 69.3%+23.1pp |
| Annual return | 6.50% | 9.24%-2.7pp | 14.59%-8.1pp | 20.14%-13.6pp |
| Employer contribution / active EE | $2,088 | $1,874+11.4% | $2,683-22.2% | $2,281-8.5% |
| Participant deferral / active EE | $3,967 | $2,374+67.1% | $3,096+28.1% | $3,203+23.9% |
| Admin fee / account holder | $5,449 | $2,594+110.1% | $3,141+73.5% | $4,296+26.8% |