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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 | $38,409 | $53,774-28.6% | $134,162-71.4% | $79,856-51.9% |
| Participation rate | 96.3% | 58.8%+37.5pp | 72.2%+24.1pp | 69.6%+26.7pp |
| Annual return | 15.86% | 19.01%-3.1pp | 36.35%-20.5pp | 31.71%-15.9pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,400 | $2,420+40.5% | $3,500-2.8% | $3,741-9.1% |
| Admin fee / account holder | $1,167 | $3,985-70.7% | $6,685-82.6% | $5,306-78.0% |