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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 | $100,194-20.5% | $122,979-35.2% | $86,983-8.4% |
| Participation rate | 88.6% | 73.0%+15.6pp | 77.2%+11.4pp | 69.5%+19.0pp |
| Annual return | 19.27% | 16.47%+2.8pp | 20.12%-0.8pp | 25.83%-6.6pp |
| Employer contribution / active EE | $1,801 | $2,326-22.6% | $3,062-41.2% | $2,584-30.3% |
| Participant deferral / active EE | $3,951 | $4,133-4.4% | $5,003-21.0% | $4,194-5.8% |
| Admin fee / account holder | $381 | $10,148-96.2% | $12,864-97.0% | $7,856-95.2% |