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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 | $70,398 | $51,708+36.1% | $106,619-34.0% | $62,891+11.9% |
| Participation rate | 78.1% | 66.9%+11.3pp | 78.0%+0.1pp | 69.3%+8.8pp |
| Annual return | 7.93% | 4.69%+3.2pp | 9.42%-1.5pp | 20.14%-12.2pp |
| Employer contribution / active EE | $886 | $1,764-49.8% | $3,947-77.6% | $2,281-61.2% |
| Participant deferral / active EE | $1,500 | $2,315-35.2% | $3,930-61.8% | $3,203-53.2% |
| Admin fee / account holder | $6,219 | $3,349+85.7% | $6,418-3.1% | $4,296+44.8% |