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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 | $59,078 | $153,311-61.5% | $109,313-46.0% | $273,972-78.4% |
| Participation rate | 88.9% | 80.1%+8.8pp | 71.3%+17.6pp | 83.0%+5.9pp |
| Annual return | 5.67% | 29.86%-24.2pp | 22.07%-16.4pp | 41.46%-35.8pp |
| Employer contribution / active EE | $1,425 | $5,619-74.6% | $3,892-63.4% | $4,869-70.7% |
| Participant deferral / active EE | $3,700 | $3,932-5.9% | $3,166+16.8% | $5,287-30.0% |
| Admin fee / account holder | $1,873 | $8,076-76.8% | $5,666-66.9% | $10,133-81.5% |