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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 | $36,322 | $65,712-44.7% | $57,196-36.5% | $273,972-86.7% |
| Participation rate | 95.5% | 78.3%+17.1pp | 75.3%+20.1pp | 83.0%+12.4pp |
| Annual return | 4.95% | 22.01%-17.1pp | 14.59%-9.6pp | 41.46%-36.5pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $931 | $3,782-75.4% | $3,096-69.9% | $5,287-82.4% |
| Admin fee / account holder | $6,104 | $4,838+26.2% | $3,141+94.4% | $10,133-39.8% |