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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 | $55,340 | $56,894-2.7% | $84,753-34.7% | $62,881-12.0% |
| Participation rate | 96.8% | 68.5%+28.2pp | 76.6%+20.2pp | 69.3%+27.5pp |
| Annual return | 6.72% | 6.30%+0.4pp | 22.78%-16.1pp | 20.14%-13.4pp |
| Employer contribution / active EE | $17,055 | $2,400+610.7% | $3,574+377.1% | $2,281+647.7% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $517 | $3,581-85.6% | $5,333-90.3% | $4,296-88.0% |