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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 | $122,062 | $67,602+80.6% | $82,312+48.3% | $70,126+74.1% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.9%-1.9pp | 69.5%+5.5pp |
| Annual return | 17.50% | 21.57%-4.1pp | 25.88%-8.4pp | 73.15%-55.6pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,668 | $2,987+56.3% | $3,706+26.0% | $3,332+40.1% |
| Admin fee / account holder | $1,378 | $4,512-69.5% | $5,608-75.4% | $4,645-70.3% |