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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 | $53,973 | $153,311-64.8% | $109,313-50.6% | $273,972-80.3% |
| Participation rate | 94.4% | 80.1%+14.4pp | 71.3%+23.2pp | 83.0%+11.4pp |
| Annual return | 6.78% | 29.86%-23.1pp | 22.07%-15.3pp | 41.46%-34.7pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,593 | $3,932+93.1% | $3,166+139.8% | $5,287+43.6% |
| Admin fee / account holder | $3,393 | $8,076-58.0% | $5,666-40.1% | $10,133-66.5% |