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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 | $82,564 | $143,969-42.7% | $199,883-58.7% | $82,637-0.1% |
| Participation rate | 92.7% | 84.1%+8.5pp | 86.8%+5.9pp | 68.1%+24.6pp |
| Annual return | 22.22% | 25.67%-3.5pp | 43.81%-21.6pp | 53.51%-31.3pp |
| Employer contribution / active EE | $3,637 | $4,632-21.5% | $6,261-41.9% | $2,552+42.5% |
| Participant deferral / active EE | $6,636 | $6,937-4.3% | $9,138-27.4% | $4,126+60.8% |
| Admin fee / account holder | $619 | $14,597-95.8% | $17,268-96.4% | $7,339-91.6% |