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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 | $133,708 | $39,132+241.7% | $57,196+133.8% | $62,881+112.6% |
| Participation rate | 90.6% | 70.5%+20.1pp | 75.3%+15.3pp | 69.3%+21.3pp |
| Annual return | 5.89% | 9.24%-3.4pp | 14.59%-8.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $3,462 | $1,874+84.8% | $2,683+29.0% | $2,281+51.8% |
| Participant deferral / active EE | $6,580 | $2,374+177.2% | $3,096+112.5% | $3,203+105.4% |
| Admin fee / account holder | $11,955 | $2,594+360.9% | $3,141+280.6% | $4,296+178.3% |