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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 | $110,988 | $67,602+64.2% | $82,312+34.8% | $70,126+58.3% |
| Participation rate | 80.8% | 72.8%+8.0pp | 76.9%+3.9pp | 69.5%+11.2pp |
| Annual return | 12.19% | 21.57%-9.4pp | 25.88%-13.7pp | 73.15%-61.0pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $12,257 | $2,987+310.3% | $3,706+230.7% | $3,332+267.9% |
| Admin fee / account holder | $21,127 | $4,512+368.3% | $5,608+276.7% | $4,645+354.8% |