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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 | $56,669 | $64,359-11.9% | $90,161-37.1% | $70,124-19.2% |
| Participation rate | 76.0% | 70.4%+5.6pp | 76.9%-0.9pp | 69.5%+6.5pp |
| Annual return | 16.74% | 28.13%-11.4pp | 34.89%-18.1pp | 73.14%-56.4pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,271 | $4,389-25.5% | $5,287-38.1% | $3,332-1.8% |
| Admin fee / account holder | $646 | $3,945-83.6% | $5,943-89.1% | $4,645-86.1% |