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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 | $50,702 | $102,245-50.4% | $89,340-43.2% | $137,256-63.1% |
| Participation rate | 91.7% | 74.9%+16.8pp | 69.6%+22.1pp | 80.0%+11.7pp |
| Annual return | 11.30% | 21.89%-10.6pp | 20.57%-9.3pp | 220.34%-209.0pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,622 | $4,436+4.2% | $3,823+20.9% | $6,407-27.9% |
| Admin fee / account holder | $878 | $8,085-89.1% | $6,704-86.9% | $12,270-92.8% |