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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 | $32,453 | $77,358-58.0% | $102,184-68.2% | $87,485-62.9% |
| Participation rate | 80.0% | 78.7%+1.3pp | 82.6%-2.6pp | 68.9%+11.1pp |
| Annual return | 16.79% | 41.11%-24.3pp | 31.58%-14.8pp | 26.06%-9.3pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,950 | $6,753-41.5% | $8,309-52.5% | $4,274-7.6% |
| Admin fee / account holder | $3,636 | $6,809-46.6% | $11,609-68.7% | $7,775-53.2% |