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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 | $102,598 | $96,956+5.8% | $69,779+47.0% | $273,972-62.6% |
| Participation rate | 73.7% | 77.1%-3.4pp | 71.8%+1.9pp | 83.0%-9.3pp |
| Annual return | 7.00% | 12.93%-5.9pp | 12.99%-6.0pp | 41.46%-34.5pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,338-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,062 | $3,744+61.9% | $2,931+106.8% | $5,287+14.7% |
| Admin fee / account holder | $336 | $7,934-95.8% | $4,381-92.3% | $10,133-96.7% |