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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 | $81,404 | $95,453-14.7% | $112,040-27.3% | $82,448-1.3% |
| Participation rate | 70.5% | 72.8%-2.3pp | 76.5%-6.0pp | 68.1%+2.4pp |
| Annual return | 19.63% | 23.92%-4.3pp | 24.52%-4.9pp | 41.64%-22.0pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,865 | $4,224+15.2% | $5,098-4.6% | $4,139+17.5% |
| Admin fee / account holder | $3,264 | $9,013-63.8% | $12,098-73.0% | $7,234-54.9% |