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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 | $65,338 | $97,550-33.0% | $120,344-45.7% | $87,485-25.3% |
| Participation rate | 93.9% | 72.8%+21.1pp | 76.7%+17.2pp | 68.9%+25.0pp |
| Annual return | 12.09% | 18.41%-6.3pp | 20.30%-8.2pp | 26.06%-14.0pp |
| Employer contribution / active EE | $2,539 | $2,291+10.8% | $3,020-15.9% | $2,596-2.2% |
| Participant deferral / active EE | $3,985 | $4,230-5.8% | $5,135-22.4% | $4,274-6.8% |
| Admin fee / account holder | $686 | $9,543-92.8% | $12,742-94.6% | $7,775-91.2% |