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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 | $78,520-58.7% | $96,576-66.4% | $82,448-60.6% |
| Participation rate | 80.0% | 77.7%+2.3pp | 81.4%-1.4pp | 68.1%+11.9pp |
| Annual return | 16.79% | 41.30%-24.5pp | 38.47%-21.7pp | 41.64%-24.8pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,950 | $6,754-41.5% | $7,956-50.4% | $4,139-4.6% |
| Admin fee / account holder | $3,636 | $13,455-73.0% | $11,381-68.1% | $7,234-49.7% |