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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 | $66,761 | $109,359-39.0% | $162,177-58.8% | $72,975-8.5% |
| Participation rate | 80.0% | 84.3%-4.3pp | 87.6%-7.6pp | 69.5%+10.5pp |
| Annual return | 19.96% | 25.46%-5.5pp | 115.60%-95.6pp | 81.01%-61.1pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,651 | $5,481+3.1% | $7,297-22.6% | $3,608+56.6% |
| Admin fee / account holder | $17,666 | $7,972+121.6% | $10,843+62.9% | $5,124+244.8% |