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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 | $71,353-6.2% | $92,805-27.9% | $86,983-23.1% |
| Participation rate | 76.0% | 80.9%-4.9pp | 83.5%-7.5pp | 69.5%+6.5pp |
| Annual return | 15.09% | 44.68%-29.6pp | 31.59%-16.5pp | 25.83%-10.7pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,094 | $6,966-41.2% | $8,448-51.5% | $4,194-2.4% |
| Admin fee / account holder | $6,384 | $6,099+4.7% | $10,911-41.5% | $7,856-18.7% |