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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 | $31,100 | $76,551-59.4% | $123,894-74.9% | $62,881-50.5% |
| Participation rate | 97.1% | 73.0%+24.1pp | 81.4%+15.6pp | 69.3%+27.8pp |
| Annual return | 6.22% | 18.68%-12.5pp | 47.52%-41.3pp | 20.14%-13.9pp |
| Employer contribution / active EE | $2,035 | $2,882-29.4% | $4,617-55.9% | $2,281-10.8% |
| Participant deferral / active EE | $3,919 | $4,840-19.0% | $5,984-34.5% | $3,203+22.4% |
| Admin fee / account holder | $1,792 | $4,826-62.9% | $8,357-78.6% | $4,296-58.3% |