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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 | $105,988 | $138,385-23.4% | $184,243-42.5% | $80,925+31.0% |
| Participation rate | 72.5% | 83.9%-11.4pp | 86.8%-14.3pp | 67.7%+4.8pp |
| Annual return | 18.39% | 20.02%-1.6pp | 28.82%-10.4pp | 35.65%-17.3pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $13,085 | $7,075+84.9% | $9,132+43.3% | $4,299+204.4% |
| Admin fee / account holder | $9,039 | $10,489-13.8% | $13,914-35.0% | $6,940+30.2% |