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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 | $80,235 | $184,014-56.4% | $161,149-50.2% | $138,895-42.2% |
| Participation rate | 95.0% | 82.1%+12.9pp | 78.8%+16.2pp | 79.9%+15.1pp |
| Annual return | 13.40% | 21.52%-8.1pp | 21.16%-7.8pp | 145.39%-132.0pp |
| Employer contribution / active EE | $2,751 | $5,055-45.6% | $4,360-36.9% | $4,194-34.4% |
| Participant deferral / active EE | $2,287 | $6,909-66.9% | $6,153-62.8% | $6,396-64.2% |
| Admin fee / account holder | $5,982 | $18,027-66.8% | $15,194-60.6% | $12,562-52.4% |