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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 | $57,691 | $39,132+47.4% | $57,196+0.9% | $62,881-8.3% |
| Participation rate | 78.4% | 70.5%+7.9pp | 75.3%+3.0pp | 69.3%+9.1pp |
| Annual return | 9.09% | 9.24%-0.1pp | 14.59%-5.5pp | 20.14%-11.0pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,774 | $2,374+16.8% | $3,096-10.4% | $3,203-13.4% |
| Admin fee / account holder | $4,078 | $2,594+57.2% | $3,141+29.9% | $4,296-5.1% |