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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 | $66,625 | $112,729-40.9% | $98,716-32.5% | $137,256-51.5% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.3%+16.4pp | 80.0%+5.8pp |
| Annual return | 12.20% | 38.48%-26.3pp | 31.81%-19.6pp | 220.34%-208.1pp |
| Employer contribution / active EE | $1,686 | $2,725-38.1% | $2,279-26.0% | $4,156-59.4% |
| Participant deferral / active EE | $1,769 | $4,640-61.9% | $4,048-56.3% | $6,407-72.4% |
| Admin fee / account holder | $887 | $10,129-91.2% | $8,703-89.8% | $12,270-92.8% |