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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 | $23,688 | $93,598-74.7% | $135,974-82.6% | $75,173-68.5% |
| Participation rate | 85.7% | 75.2%+10.5pp | 81.9%+3.8pp | 67.2%+18.5pp |
| Annual return | 30.51% | 30.89%-0.4pp | 68.30%-37.8pp | 160.72%-130.2pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,252 | $6,405-49.2% | $7,760-58.1% | $4,126-21.2% |
| Admin fee / account holder | $3,322 | $6,978-52.4% | $10,767-69.1% | $5,651-41.2% |