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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 | $72,823 | $95,453-23.7% | $112,040-35.0% | $82,448-11.7% |
| Participation rate | 72.7% | 72.8%0pp | 76.5%-3.8pp | 68.1%+4.7pp |
| Annual return | 16.15% | 23.92%-7.8pp | 24.52%-8.4pp | 41.64%-25.5pp |
| Employer contribution / active EE | $1,636 | $2,318-29.4% | $2,954-44.6% | $2,551-35.9% |
| Participant deferral / active EE | $2,766 | $4,224-34.5% | $5,098-45.7% | $4,139-33.2% |
| Admin fee / account holder | $8,491 | $9,013-5.8% | $12,098-29.8% | $7,234+17.4% |