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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 | $69,171 | $78,015-11.3% | $178,505-61.2% | $80,959-14.6% |
| Participation rate | 97.1% | 65.7%+31.4pp | 77.1%+19.9pp | 67.7%+29.4pp |
| Annual return | 13.38% | 18.10%-4.7pp | 27.16%-13.8pp | 35.67%-22.3pp |
| Employer contribution / active EE | $3,390 | $2,281+48.6% | $3,955-14.3% | $2,757+23.0% |
| Participant deferral / active EE | $4,686 | $4,406+6.4% | $6,280-25.4% | $4,300+9.0% |
| Admin fee / account holder | $1,873 | $7,160-73.8% | $10,428-82.0% | $6,925-73.0% |