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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 | $27,935 | $106,749-73.8% | $145,433-80.8% | $82,448-66.1% |
| Participation rate | 80.6% | 75.6%+4.9pp | 82.1%-1.6pp | 68.1%+12.5pp |
| Annual return | 16.50% | 27.59%-11.1pp | 66.58%-50.1pp | 41.64%-25.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,862 | $6,519-25.4% | $7,897-38.4% | $4,139+17.4% |
| Admin fee / account holder | $2,276 | $8,390-72.9% | $13,129-82.7% | $7,234-68.5% |