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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 | $27,400 | $153,311-82.1% | $109,313-74.9% | $273,972-90.0% |
| Participation rate | 94.1% | 80.1%+14.0pp | 71.3%+22.9pp | 83.0%+11.1pp |
| Annual return | 5.55% | 29.86%-24.3pp | 22.07%-16.5pp | 41.46%-35.9pp |
| Employer contribution / active EE | $2,672 | $5,619-52.5% | $3,892-31.4% | $4,869-45.1% |
| Participant deferral / active EE | $4,659 | $3,932+18.5% | $3,166+47.1% | $5,287-11.9% |
| Admin fee / account holder | $342 | $8,076-95.8% | $5,666-94.0% | $10,133-96.6% |