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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 | $69,260 | $43,344+59.8% | $59,899+15.6% | $64,173+7.9% |
| Participation rate | 76.0% | 69.2%+6.8pp | 74.7%+1.3pp | 69.6%+6.4pp |
| Annual return | 12.18% | -1.55%+13.7pp | 3.46%+8.7pp | 7.63%+4.6pp |
| Employer contribution / active EE | $1,434 | $2,030-29.3% | $2,723-47.3% | $2,381-39.8% |
| Participant deferral / active EE | $3,812 | $2,547+49.6% | $3,402+12.0% | $3,470+9.9% |
| Admin fee / account holder | $10,868 | $3,008+261.3% | $3,592+202.6% | $4,887+122.4% |