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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 | $63,893 | $95,404-33.0% | $113,397-43.7% | $82,637-22.7% |
| Participation rate | 92.1% | 72.8%+19.3pp | 76.5%+15.6pp | 68.1%+24.1pp |
| Annual return | 22.62% | 19.08%+3.5pp | 23.20%-0.6pp | 53.51%-30.9pp |
| Employer contribution / active EE | $1,277 | $2,307-44.6% | $2,977-57.1% | $2,552-50.0% |
| Participant deferral / active EE | $4,400 | $4,220+4.3% | $5,076-13.3% | $4,126+6.6% |
| Admin fee / account holder | $2,710 | $9,168-70.4% | $11,957-77.3% | $7,339-63.1% |