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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 | $56,833 | $106,749-46.8% | $145,433-60.9% | $82,448-31.1% |
| Participation rate | 84.2% | 75.6%+8.6pp | 82.1%+2.1pp | 68.1%+16.1pp |
| Annual return | 18.74% | 27.59%-8.9pp | 66.58%-47.8pp | 41.64%-22.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $11,812 | $6,519+81.2% | $7,897+49.6% | $4,139+185.4% |
| Admin fee / account holder | $10,252 | $8,390+22.2% | $13,129-21.9% | $7,234+41.7% |