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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 | $55,427 | $58,627-5.5% | $76,735-27.8% | $82,448-32.8% |
| Participation rate | 80.2% | 63.2%+17.0pp | 69.5%+10.7pp | 68.1%+12.2pp |
| Annual return | 21.71% | 39.10%-17.4pp | 29.77%-8.1pp | 41.64%-19.9pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,200 | $3,134+66.0% | $4,088+27.2% | $4,139+25.6% |
| Admin fee / account holder | $4,986 | $5,323-6.3% | $7,189-30.6% | $7,234-31.1% |