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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 | $75,046 | $87,060-13.8% | $105,591-28.9% | $80,911-7.2% |
| Participation rate | 71.1% | 70.4%+0.6pp | 75.3%-4.2pp | 67.6%+3.4pp |
| Annual return | 21.37% | 17.05%+4.3pp | 116.43%-95.1pp | 35.63%-14.3pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,166-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,902 | $3,986-52.3% | $5,008-62.0% | $4,297-55.7% |
| Admin fee / account holder | $6,300 | $8,442-25.4% | $11,024-42.9% | $6,935-9.2% |