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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 | $111,383 | $55,684+100.0% | $75,900+46.7% | $72,976+52.6% |
| Participation rate | 76.7% | 61.1%+15.5pp | 69.3%+7.4pp | 69.5%+7.2pp |
| Annual return | 24.45% | 27.60%-3.1pp | 30.73%-6.3pp | 81.02%-56.6pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,530 | $2,634+109.9% | $3,604+53.4% | $3,608+53.3% |
| Admin fee / account holder | $19,806 | $3,981+397.5% | $5,421+265.4% | $5,124+286.5% |