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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 | $37,974 | $199,109-80.9% | $173,730-78.1% | $154,746-75.5% |
| Participation rate | 90.9% | 82.8%+8.1pp | 79.6%+11.3pp | 80.7%+10.2pp |
| Annual return | 18.14% | 20.02%-1.9pp | 19.96%-1.8pp | 172.34%-154.2pp |
| Employer contribution / active EE | $2,208 | $5,311-58.4% | $4,577-51.8% | $4,379-49.6% |
| Participant deferral / active EE | $8,009 | $7,113+12.6% | $6,326+26.6% | $6,730+19.0% |
| Admin fee / account holder | $772 | $20,916-96.3% | $17,523-95.6% | $14,365-94.6% |