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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 | $79,700 | $97,550-18.3% | $120,344-33.8% | $87,485-8.9% |
| Participation rate | 88.6% | 72.8%+15.7pp | 76.7%+11.9pp | 68.9%+19.6pp |
| Annual return | 19.27% | 18.41%+0.9pp | 20.30%-1.0pp | 26.06%-6.8pp |
| Employer contribution / active EE | $1,801 | $2,291-21.4% | $3,020-40.4% | $2,596-30.6% |
| Participant deferral / active EE | $3,951 | $4,230-6.6% | $5,135-23.0% | $4,274-7.5% |
| Admin fee / account holder | $381 | $9,543-96.0% | $12,742-97.0% | $7,775-95.1% |