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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 | $112,034 | $58,627+91.1% | $76,735+46.0% | $82,448+35.9% |
| Participation rate | 90.9% | 63.2%+27.7pp | 69.5%+21.4pp | 68.1%+22.8pp |
| Annual return | 15.65% | 39.10%-23.5pp | 29.77%-14.1pp | 41.64%-26.0pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,842 | $3,134+54.5% | $4,088+18.5% | $4,139+17.0% |
| Admin fee / account holder | $2,343 | $5,323-56.0% | $7,189-67.4% | $7,234-67.6% |