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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 | $126,471 | $145,431-13.0% | $211,142-40.1% | $87,485+44.6% |
| Participation rate | 72.1% | 84.7%-12.7pp | 87.3%-15.2pp | 68.9%+3.2pp |
| Annual return | 16.13% | 27.21%-11.1pp | 46.84%-30.7pp | 26.06%-9.9pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $13,328 | $6,859+94.3% | $9,284+43.6% | $4,274+211.9% |
| Admin fee / account holder | $10,671 | $17,052-37.4% | $19,076-44.1% | $7,775+37.2% |