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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 | $71,058 | $199,109-64.3% | $173,730-59.1% | $154,746-54.1% |
| Participation rate | 93.8% | 82.8%+10.9pp | 79.6%+14.2pp | 80.7%+13.0pp |
| Annual return | 12.70% | 20.02%-7.3pp | 19.96%-7.3pp | 172.34%-159.6pp |
| Employer contribution / active EE | $2,079 | $5,311-60.9% | $4,577-54.6% | $4,379-52.5% |
| Participant deferral / active EE | $3,446 | $7,113-51.5% | $6,326-45.5% | $6,730-48.8% |
| Admin fee / account holder | $2,392 | $20,916-88.6% | $17,523-86.4% | $14,365-83.4% |