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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 | $195,354 | $88,707+120.2% | $74,184+163.3% | $273,972-28.7% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 5.62% | 11.94%-6.3pp | 17.74%-12.1pp | 41.46%-35.8pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,055 | $4,212-51.2% | $3,550-42.1% | $5,287-61.1% |
| Admin fee / account holder | $494 | $8,717-94.3% | $5,586-91.1% | $10,133-95.1% |