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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 | $100,970-28.4% | $96,576-25.1% | $137,256-47.3% |
| Participation rate | 80.0% | 82.6%-2.6pp | 81.4%-1.4pp | 80.0%0pp |
| Annual return | 19.75% | 38.16%-18.4pp | 38.47%-18.7pp | 220.34%-200.6pp |
| Employer contribution / active EE | $2,743 | $3,809-28.0% | $3,553-22.8% | $4,156-34.0% |
| Participant deferral / active EE | $4,387 | $8,286-47.1% | $7,956-44.9% | $6,407-31.5% |
| Admin fee / account holder | $406 | $11,312-96.4% | $11,381-96.4% | $12,270-96.7% |