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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 | $56,736 | $104,098-45.5% | $140,514-59.6% | $94,015-39.7% |
| Participation rate | 96.4% | 73.7%+22.7pp | 77.8%+18.6pp | 70.8%+25.6pp |
| Annual return | 12.81% | 15.14%-2.3pp | 14.36%-1.5pp | 17.84%-5.0pp |
| Employer contribution / active EE | $1,988 | $2,388-16.8% | $3,378-41.2% | $2,790-28.8% |
| Participant deferral / active EE | $0 | $4,033-100.0% | $4,919-100.0% | $4,249-100.0% |
| Admin fee / account holder | $697 | $10,439-93.3% | $13,697-94.9% | $8,951-92.2% |