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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 | $135,459 | $67,602+100.4% | $82,312+64.6% | $70,126+93.2% |
| Participation rate | 93.9% | 72.8%+21.2pp | 76.9%+17.0pp | 69.5%+24.4pp |
| Annual return | 16.11% | 21.57%-5.5pp | 25.88%-9.8pp | 73.15%-57.0pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,752 | $2,987+92.6% | $3,706+55.2% | $3,332+72.6% |
| Admin fee / account holder | $962 | $4,512-78.7% | $5,608-82.8% | $4,645-79.3% |