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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 | $24,942 | $87,166-71.4% | $76,735-67.5% | $137,256-81.8% |
| Participation rate | 81.3% | 74.4%+6.9pp | 69.5%+11.8pp | 80.0%+1.3pp |
| Annual return | 11.68% | 26.50%-14.8pp | 29.77%-18.1pp | 220.34%-208.7pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,923 | $4,726-59.3% | $4,088-53.0% | $6,407-70.0% |
| Admin fee / account holder | $1,495 | $8,403-82.2% | $7,189-79.2% | $12,270-87.8% |