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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 | $54,553 | $69,977-22.0% | $108,582-49.8% | $62,881-13.2% |
| Participation rate | 89.7% | 72.9%+16.8pp | 79.6%+10.1pp | 69.3%+20.4pp |
| Annual return | 9.61% | 10.73%-1.1pp | -51.70%+61.3pp | 20.14%-10.5pp |
| Employer contribution / active EE | $2,958 | $2,135+38.6% | $3,758-21.3% | $2,281+29.7% |
| Participant deferral / active EE | $6,342 | $3,165+100.4% | $4,311+47.1% | $3,203+98.0% |
| Admin fee / account holder | $804 | $5,076-84.2% | $7,645-89.5% | $4,296-81.3% |