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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 | $15,995 | $49,249-67.5% | $70,476-77.3% | $79,852-80.0% |
| Participation rate | 74.2% | 69.2%+5.0pp | 75.1%-0.9pp | 69.6%+4.6pp |
| Annual return | 17.21% | 30.09%-12.9pp | 109.12%-91.9pp | 31.72%-14.5pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,554 | $2,769+28.4% | $3,710-4.2% | $3,740-5.0% |
| Admin fee / account holder | $2,549 | $2,878-11.4% | $3,847-33.7% | $5,306-52.0% |