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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 | $39,769 | $76,551-48.0% | $123,894-67.9% | $62,881-36.8% |
| Participation rate | 97.3% | 73.0%+24.3pp | 81.4%+15.8pp | 69.3%+28.0pp |
| Annual return | 9.30% | 18.68%-9.4pp | 47.52%-38.2pp | 20.14%-10.8pp |
| Employer contribution / active EE | $2,771 | $2,882-3.9% | $4,617-40.0% | $2,281+21.5% |
| Participant deferral / active EE | $6,517 | $4,840+34.7% | $5,984+8.9% | $3,203+103.5% |
| Admin fee / account holder | $1,391 | $4,826-71.2% | $8,357-83.4% | $4,296-67.6% |