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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 | $74,537 | $215,361-65.4% | $171,082-56.4% | $273,972-72.8% |
| Participation rate | 93.3% | 82.0%+11.3pp | 76.7%+16.6pp | 83.0%+10.3pp |
| Annual return | 6.78% | 25.14%-18.4pp | 32.56%-25.8pp | 41.46%-34.7pp |
| Employer contribution / active EE | $8,583 | $4,967+72.8% | $4,002+114.5% | $4,869+76.3% |
| Participant deferral / active EE | $2,863 | $5,543-48.3% | $4,797-40.3% | $5,287-45.8% |
| Admin fee / account holder | $5,819 | $10,846-46.3% | $8,520-31.7% | $10,133-42.6% |