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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 | $52,865 | $39,132+35.1% | $57,196-7.6% | $62,881-15.9% |
| Participation rate | 97.4% | 70.5%+27.0pp | 75.3%+22.1pp | 69.3%+28.1pp |
| Annual return | 6.09% | 9.24%-3.2pp | 14.59%-8.5pp | 20.14%-14.1pp |
| Employer contribution / active EE | $752 | $1,874-59.9% | $2,683-72.0% | $2,281-67.0% |
| Participant deferral / active EE | $752 | $2,374-68.3% | $3,096-75.7% | $3,203-76.5% |
| Admin fee / account holder | $1,555 | $2,594-40.0% | $3,141-50.5% | $4,296-63.8% |