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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 | $60,348 | $60,3490% | $74,184-18.7% | $62,881-4.0% |
| Participation rate | 92.1% | 72.7%+19.4pp | 76.6%+15.5pp | 69.3%+22.8pp |
| Annual return | 15.50% | 21.38%-5.9pp | 17.74%-2.2pp | 20.14%-4.6pp |
| Employer contribution / active EE | $6,579 | $1,680+291.5% | $2,370+177.6% | $2,281+188.4% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $7,292 | $4,261+71.1% | $5,586+30.5% | $4,296+69.7% |