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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 | $90,635 | $53,018+71.0% | $70,014+29.5% | $62,891+44.1% |
| Participation rate | 78.6% | 67.2%+11.4pp | 71.8%+6.8pp | 69.3%+9.3pp |
| Annual return | 6.24% | 13.35%-7.1pp | 12.99%-6.7pp | 20.14%-13.9pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,835 | $2,395-23.4% | $2,931-37.4% | $3,203-42.7% |
| Admin fee / account holder | $1,480 | $3,690-59.9% | $4,380-66.2% | $4,296-65.5% |