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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 | $35,373 | $95,453-62.9% | $112,040-68.4% | $82,448-57.1% |
| Participation rate | 94.4% | 72.8%+21.7pp | 76.5%+18.0pp | 68.1%+26.4pp |
| Annual return | 19.00% | 23.92%-4.9pp | 24.52%-5.5pp | 41.64%-22.6pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,398 | $4,224+122.5% | $5,098+84.4% | $4,139+127.0% |
| Admin fee / account holder | $2,646 | $9,013-70.6% | $12,098-78.1% | $7,234-63.4% |