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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 | $59,405 | $113,941-47.9% | $94,229-37.0% | $125,389-52.6% |
| Participation rate | 85.7% | 82.9%+2.8pp | 78.8%+6.9pp | 83.2%+2.5pp |
| Annual return | 1.59% | 5.29%-3.7pp | 10.68%-9.1pp | 282.24%-280.7pp |
| Employer contribution / active EE | $2,408 | $4,727-49.1% | $3,587-32.9% | $4,866-50.5% |
| Participant deferral / active EE | $6,956 | $5,179+34.3% | $4,320+61.0% | $5,352+30.0% |
| Admin fee / account holder | $1,131 | $8,392-86.5% | $6,269-82.0% | $9,541-88.1% |