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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 | $90,758 | $70,475+28.8% | $100,530-9.7% | $79,858+13.7% |
| Participation rate | 80.8% | 73.7%+7.1pp | 79.4%+1.4pp | 69.6%+11.1pp |
| Annual return | 19.30% | 21.90%-2.6pp | 30.89%-11.6pp | 31.72%-12.4pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,438 | $5,181+43.6% | $6,271+18.6% | $3,740+98.9% |
| Admin fee / account holder | $9,180 | $4,478+105.0% | $8,083+13.6% | $5,306+73.0% |