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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 | $76,917 | $39,132+96.6% | $57,196+34.5% | $62,881+22.3% |
| Participation rate | 83.8% | 70.5%+13.3pp | 75.3%+8.5pp | 69.3%+14.5pp |
| Annual return | 5.30% | 9.24%-3.9pp | 14.59%-9.3pp | 20.14%-14.8pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,294 | $2,374-45.5% | $3,096-58.2% | $3,203-59.6% |
| Admin fee / account holder | $7,532 | $2,594+190.4% | $3,141+139.8% | $4,296+75.3% |