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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 | $87,340 | $104,098-16.1% | $140,514-37.8% | $94,015-7.1% |
| Participation rate | 97.1% | 73.7%+23.4pp | 77.8%+19.3pp | 70.8%+26.2pp |
| Annual return | 19.01% | 15.14%+3.9pp | 14.36%+4.7pp | 17.84%+1.2pp |
| Employer contribution / active EE | $4,163 | $2,388+74.3% | $3,378+23.2% | $2,790+49.2% |
| Participant deferral / active EE | $6,341 | $4,033+57.2% | $4,919+28.9% | $4,249+49.2% |
| Admin fee / account holder | $2,430 | $10,439-76.7% | $13,697-82.3% | $8,951-72.9% |