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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 | $109,768 | $67,602+62.4% | $82,312+33.4% | $70,126+56.5% |
| Participation rate | 72.5% | 72.8%-0.3pp | 76.9%-4.4pp | 69.5%+3.0pp |
| Annual return | 27.01% | 21.57%+5.4pp | 25.88%+1.1pp | 73.15%-46.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,254 | $2,987+8.9% | $3,706-12.2% | $3,332-2.3% |
| Admin fee / account holder | $10,970 | $4,512+143.1% | $5,608+95.6% | $4,645+136.1% |