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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 | $67,001 | $124,425-46.2% | $112,040-40.2% | $137,256-51.2% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 17.54% | 24.72%-7.2pp | 24.52%-7.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $826 | $3,411-75.8% | $2,954-72.0% | $4,156-80.1% |
| Participant deferral / active EE | $2,447 | $5,718-57.2% | $5,098-52.0% | $6,407-61.8% |
| Admin fee / account holder | $729 | $15,207-95.2% | $12,098-94.0% | $12,270-94.1% |