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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 | $70,147 | $213,785-67.2% | $185,441-62.2% | $155,188-54.8% |
| Participation rate | 83.3% | 83.2%+0.1pp | 80.3%+3.1pp | 80.8%+2.5pp |
| Annual return | 21.02% | 19.97%+1.1pp | 20.16%+0.9pp | 148.84%-127.8pp |
| Employer contribution / active EE | $2,082 | $5,393-61.4% | $4,672-55.4% | $4,248-51.0% |
| Participant deferral / active EE | $14,099 | $6,864+105.4% | $6,152+129.2% | $6,531+115.9% |
| Admin fee / account holder | $1,295 | $21,134-93.9% | $17,890-92.8% | $14,480-91.1% |