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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 | $56,072 | $106,864-47.5% | $147,318-61.9% | $82,637-32.1% |
| Participation rate | 88.0% | 75.5%+12.5pp | 82.1%+5.9pp | 68.1%+19.9pp |
| Annual return | 14.75% | 27.49%-12.7pp | 70.43%-55.7pp | 53.51%-38.8pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,744 | $6,496-42.4% | $7,906-52.6% | $4,126-9.3% |
| Admin fee / account holder | $4,498 | $8,415-46.5% | $13,708-67.2% | $7,339-38.7% |