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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 | $97,550-41.8% | $120,344-52.9% | $87,485-35.1% |
| Participation rate | 96.4% | 72.8%+23.6pp | 76.7%+19.7pp | 68.9%+27.5pp |
| Annual return | 12.81% | 18.41%-5.6pp | 20.30%-7.5pp | 26.06%-13.2pp |
| Employer contribution / active EE | $1,988 | $2,291-13.2% | $3,020-34.2% | $2,596-23.4% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $697 | $9,543-92.7% | $12,742-94.5% | $7,775-91.0% |