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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 | $39,394 | $58,512-32.7% | $84,020-53.1% | $72,983-46.0% |
| Participation rate | 76.3% | 61.2%+15.1pp | 69.0%+7.3pp | 69.5%+6.8pp |
| Annual return | 17.21% | 28.93%-11.7pp | 71.31%-54.1pp | 81.01%-63.8pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,672 | $2,394+11.6% | $3,239-17.5% | $3,608-25.9% |
| Admin fee / account holder | $655 | $4,569-85.7% | $6,101-89.3% | $5,124-87.2% |