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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 | $68,128 | $71,878-5.2% | $86,698-21.4% | $68,486-0.5% |
| Participation rate | 93.8% | 72.2%+21.5pp | 76.6%+17.2pp | 67.9%+25.9pp |
| Annual return | 31.74% | 3.53%+28.2pp | 35.95%-4.2pp | -7.85%+39.6pp |
| Employer contribution / active EE | $15,478 | $2,173+612.2% | $2,837+445.6% | $2,597+496.1% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $9,508 | $6,113+55.5% | $7,493+26.9% | $5,404+75.9% |