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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 | $63,293 | $99,345-36.3% | $84,753-25.3% | $273,972-76.9% |
| Participation rate | 94.7% | 80.7%+14.0pp | 76.6%+18.1pp | 83.0%+11.7pp |
| Annual return | 10.31% | 22.93%-12.6pp | 22.78%-12.5pp | 41.46%-31.1pp |
| Employer contribution / active EE | $2,472 | $4,214-41.3% | $3,574-30.8% | $4,869-49.2% |
| Participant deferral / active EE | $4,486 | $4,270+5.1% | $3,712+20.9% | $5,287-15.2% |
| Admin fee / account holder | $5,578 | $6,645-16.1% | $5,333+4.6% | $10,133-45.0% |