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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 | $55,132 | $63,365-13.0% | $91,994-40.1% | $72,976-24.5% |
| Participation rate | 82.0% | 72.5%+9.5pp | 78.6%+3.3pp | 69.5%+12.5pp |
| Annual return | 23.65% | 35.35%-11.7pp | 69.04%-45.4pp | 81.02%-57.4pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,933 | $4,883+21.5% | $5,924+0.2% | $3,608+64.5% |
| Admin fee / account holder | $991 | $4,670-78.8% | $7,744-87.2% | $5,124-80.7% |