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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 | $79,894 | $72,272+10.5% | $101,264-21.1% | $79,8580% |
| Participation rate | 78.4% | 68.5%+10.0pp | 75.8%+2.6pp | 69.6%+8.8pp |
| Annual return | 12.01% | 22.30%-10.3pp | 46.48%-34.5pp | 31.72%-19.7pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,118 | $3,282+116.9% | $4,370+62.9% | $3,740+90.3% |
| Admin fee / account holder | $3,770 | $4,401-14.3% | $5,947-36.6% | $5,306-28.9% |