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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 | $39,769 | $89,515-55.6% | $103,486-61.6% | $80,935-50.9% |
| Participation rate | 97.0% | 76.0%+21.0pp | 80.5%+16.4pp | 67.7%+29.3pp |
| Annual return | 12.63% | 22.82%-10.2pp | 23.93%-11.3pp | 35.66%-23.0pp |
| Employer contribution / active EE | $2,662 | $4,015-33.7% | $4,679-43.1% | $2,757-3.4% |
| Participant deferral / active EE | $7,484 | $5,463+37.0% | $6,628+12.9% | $4,299+74.1% |
| Admin fee / account holder | $542 | $6,527-91.7% | $9,354-94.2% | $6,924-92.2% |