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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 | $71,699 | $109,620-34.6% | $148,496-51.7% | $94,015-23.7% |
| Participation rate | 77.4% | 71.3%+6.2pp | 76.0%+1.4pp | 70.8%+6.6pp |
| Annual return | 15.84% | 17.54%-1.7pp | 12.33%+3.5pp | 17.84%-2.0pp |
| Employer contribution / active EE | $754 | $2,618-71.2% | $3,497-78.4% | $2,790-73.0% |
| Participant deferral / active EE | $2,741 | $3,831-28.5% | $4,808-43.0% | $4,249-35.5% |
| Admin fee / account holder | $3,360 | $10,050-66.6% | $19,547-82.8% | $8,951-62.5% |