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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 | $62,350 | $57,969+7.6% | $76,327-18.3% | $80,935-23.0% |
| Participation rate | 91.4% | 73.7%+17.7pp | 79.2%+12.2pp | 67.7%+23.7pp |
| Annual return | 17.68% | 15.90%+1.8pp | 13.79%+3.9pp | 35.66%-18.0pp |
| Employer contribution / active EE | $2,389 | $3,570-33.1% | $4,584-47.9% | $2,757-13.4% |
| Participant deferral / active EE | $9,028 | $3,814+136.7% | $5,478+64.8% | $4,299+110.0% |
| Admin fee / account holder | $840 | $5,670-85.2% | $5,139-83.7% | $6,924-87.9% |