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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 | $43,798 | $87,465-49.9% | $122,979-64.4% | $65,306-32.9% |
| Participation rate | 72.1% | 66.0%+6.0pp | 77.2%-5.1pp | 57.7%+14.4pp |
| Annual return | 23.73% | 19.76%+4.0pp | 20.12%+3.6pp | 21.94%+1.8pp |
| Employer contribution / active EE | $2,219 | $2,156+2.9% | $3,062-27.5% | $1,967+12.8% |
| Participant deferral / active EE | $3,809 | $3,705+2.8% | $5,003-23.9% | $2,959+28.7% |
| Admin fee / account holder | $1,444 | $5,100-71.7% | $12,864-88.8% | $3,480-58.5% |