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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 | $39,343 | $124,213-68.3% | $118,106-66.7% | $154,746-74.6% |
| Participation rate | 90.5% | 83.6%+6.9pp | 81.9%+8.6pp | 80.7%+9.8pp |
| Annual return | 14.03% | 18.29%-4.3pp | 19.44%-5.4pp | 172.34%-158.3pp |
| Employer contribution / active EE | $1,714 | $4,905-65.1% | $4,698-63.5% | $4,379-60.9% |
| Participant deferral / active EE | $3,657 | $6,859-46.7% | $6,619-44.7% | $6,730-45.7% |
| Admin fee / account holder | $5,044 | $9,627-47.6% | $8,973-43.8% | $14,365-64.9% |