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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 | $66,902 | $78,520-14.8% | $96,576-30.7% | $82,448-18.9% |
| Participation rate | 76.0% | 77.7%-1.7pp | 81.4%-5.4pp | 68.1%+7.9pp |
| Annual return | 15.09% | 41.30%-26.2pp | 38.47%-23.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,094 | $6,754-39.4% | $7,956-48.5% | $4,139-1.1% |
| Admin fee / account holder | $6,384 | $13,455-52.6% | $11,381-43.9% | $7,234-11.8% |