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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 | $103,164-16.2% | $90,259-4.2% | $154,746-44.1% |
| Participation rate | 88.2% | 76.1%+12.1pp | 70.7%+17.5pp | 80.7%+7.5pp |
| Annual return | 18.83% | 19.25%-0.4pp | 18.88%0pp | 172.34%-153.5pp |
| Employer contribution / active EE | $1,232 | $2,532-51.3% | $2,291-46.2% | $4,379-71.9% |
| Participant deferral / active EE | $3,989 | $4,422-9.8% | $3,827+4.2% | $6,730-40.7% |
| Admin fee / account holder | $1,512 | $8,593-82.4% | $7,267-79.2% | $14,365-89.5% |