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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 | $78,865 | $101,798-22.5% | $165,071-52.2% | $80,935-2.6% |
| Participation rate | 86.2% | 71.8%+14.4pp | 78.6%+7.6pp | 67.7%+18.5pp |
| Annual return | 17.59% | 16.73%+0.9pp | 70.17%-52.6pp | 35.66%-18.1pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,003 | $4,476-10.6% | $6,035-33.7% | $4,299-6.9% |
| Admin fee / account holder | $1,237 | $8,221-85.0% | $12,695-90.3% | $6,924-82.1% |