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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 | $32,379 | $39,132-17.3% | $57,196-43.4% | $62,881-48.5% |
| Participation rate | 84.9% | 70.5%+14.5pp | 75.3%+9.6pp | 69.3%+15.6pp |
| Annual return | 9.29% | 9.24%0pp | 14.59%-5.3pp | 20.14%-10.9pp |
| Employer contribution / active EE | $1,331 | $1,874-29.0% | $2,683-50.4% | $2,281-41.7% |
| Participant deferral / active EE | $3,555 | $2,374+49.7% | $3,096+14.8% | $3,203+11.0% |
| Admin fee / account holder | $1,889 | $2,594-27.2% | $3,141-39.9% | $4,296-56.0% |