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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 | $45,215 | $109,620-58.8% | $148,496-69.6% | $94,015-51.9% |
| Participation rate | 78.2% | 71.3%+6.9pp | 76.0%+2.1pp | 70.8%+7.3pp |
| Annual return | 15.14% | 17.54%-2.4pp | 12.33%+2.8pp | 17.84%-2.7pp |
| Employer contribution / active EE | $2,126 | $2,618-18.8% | $3,497-39.2% | $2,790-23.8% |
| Participant deferral / active EE | $2,899 | $3,831-24.3% | $4,808-39.7% | $4,249-31.8% |
| Admin fee / account holder | $2,032 | $10,050-79.8% | $19,547-89.6% | $8,951-77.3% |