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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 | $104,098-23.4% | $140,514-43.3% | $94,015-15.2% |
| Participation rate | 88.6% | 73.7%+14.9pp | 77.8%+10.8pp | 70.8%+17.8pp |
| Annual return | 19.27% | 15.14%+4.1pp | 14.36%+4.9pp | 17.84%+1.4pp |
| Employer contribution / active EE | $1,801 | $2,388-24.6% | $3,378-46.7% | $2,790-35.5% |
| Participant deferral / active EE | $3,951 | $4,033-2.0% | $4,919-19.7% | $4,249-7.0% |
| Admin fee / account holder | $381 | $10,439-96.4% | $13,697-97.2% | $8,951-95.7% |