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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 | $110,051 | $52,580+109.3% | $71,671+53.5% | $70,126+56.9% |
| Participation rate | 78.8% | 60.9%+17.9pp | 68.7%+10.0pp | 69.5%+9.2pp |
| Annual return | 16.06% | 20.25%-4.2pp | 20.65%-4.6pp | 73.15%-57.1pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,152 | $2,386+157.8% | $3,438+78.9% | $3,332+84.6% |
| Admin fee / account holder | $513 | $3,653-85.9% | $5,558-90.8% | $4,645-89.0% |