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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 | $72,319 | $107,666-32.8% | $102,184-29.2% | $154,746-53.3% |
| Participation rate | 80.0% | 83.7%-3.7pp | 82.6%-2.6pp | 80.7%-0.7pp |
| Annual return | 19.75% | 29.33%-9.6pp | 31.58%-11.8pp | 172.34%-152.6pp |
| Employer contribution / active EE | $2,743 | $3,846-28.7% | $3,594-23.7% | $4,379-37.4% |
| Participant deferral / active EE | $4,387 | $8,719-49.7% | $8,309-47.2% | $6,730-34.8% |
| Admin fee / account holder | $406 | $12,943-96.9% | $11,609-96.5% | $14,365-97.2% |