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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 | $57,892 | $43,338+33.6% | $59,887-3.3% | $64,173-9.8% |
| Participation rate | 91.0% | 69.2%+21.9pp | 74.7%+16.3pp | 69.6%+21.5pp |
| Annual return | 9.47% | -1.55%+11.0pp | 3.46%+6.0pp | 7.63%+1.8pp |
| Employer contribution / active EE | $1,458 | $2,030-28.2% | $2,722-46.4% | $2,381-38.8% |
| Participant deferral / active EE | $3,220 | $2,547+26.4% | $3,402-5.3% | $3,470-7.2% |
| Admin fee / account holder | $3,261 | $3,007+8.4% | $3,591-9.2% | $4,887-33.3% |