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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 | $86,491 | $147,594-41.4% | $121,871-29.0% | $198,609-56.5% |
| Participation rate | 88.2% | 78.0%+10.3pp | 73.2%+15.0pp | 82.4%+5.9pp |
| Annual return | 18.83% | 12.94%+5.9pp | 13.57%+5.3pp | 202.70%-183.9pp |
| Employer contribution / active EE | $1,232 | $3,007-59.0% | $2,731-54.9% | $5,055-75.6% |
| Participant deferral / active EE | $3,989 | $5,168-22.8% | $4,318-7.6% | $6,977-42.8% |
| Admin fee / account holder | $1,512 | $15,134-90.0% | $11,551-86.9% | $19,030-92.1% |