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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 | $63,991 | $100,194-36.1% | $122,979-48.0% | $86,983-26.4% |
| Participation rate | 71.4% | 73.0%-1.5pp | 77.2%-5.8pp | 69.5%+1.9pp |
| Annual return | 12.09% | 16.47%-4.4pp | 20.12%-8.0pp | 25.83%-13.7pp |
| Employer contribution / active EE | $1,257 | $2,326-46.0% | $3,062-59.0% | $2,584-51.4% |
| Participant deferral / active EE | $2,869 | $4,133-30.6% | $5,003-42.7% | $4,194-31.6% |
| Admin fee / account holder | $6,285 | $10,148-38.1% | $12,864-51.1% | $7,856-20.0% |