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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 | $56,788 | $140,592-59.6% | $123,105-53.9% | $125,389-54.7% |
| Participation rate | 87.5% | 88.2%-0.7pp | 86.8%+0.7pp | 83.2%+4.3pp |
| Annual return | 7.89% | 16.80%-8.9pp | 13.22%-5.3pp | 282.24%-274.3pp |
| Employer contribution / active EE | $4,733 | $6,041-21.7% | $5,151-8.1% | $4,866-2.7% |
| Participant deferral / active EE | $7,594 | $6,980+8.8% | $6,229+21.9% | $5,352+41.9% |
| Admin fee / account holder | $2,053 | $11,198-81.7% | $9,014-77.2% | $9,541-78.5% |