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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 | $57,725 | $86,701-33.4% | $73,309-21.3% | $125,389-54.0% |
| Participation rate | 81.8% | 78.6%+3.2pp | 74.9%+6.9pp | 83.2%-1.4pp |
| Annual return | 7.26% | 2.78%+4.5pp | 5.67%+1.6pp | 282.24%-275.0pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,629 | $5,549-34.6% | $4,991-27.3% | $5,352-32.2% |
| Admin fee / account holder | $644 | $7,768-91.7% | $5,635-88.6% | $9,541-93.2% |