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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 | $21,121 | $65,685-67.8% | $57,181-63.1% | $273,968-92.3% |
| Participation rate | 88.2% | 78.3%+9.9pp | 75.3%+12.9pp | 83.0%+5.2pp |
| Annual return | 5.62% | 21.99%-16.4pp | 14.59%-9.0pp | 41.45%-35.8pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,181 | $3,781+10.6% | $3,096+35.1% | $5,287-20.9% |
| Admin fee / account holder | $5,039 | $4,835+4.2% | $3,139+60.5% | $10,132-50.3% |