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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 | $38,736 | $79,894-51.5% | $135,792-71.5% | $82,637-53.1% |
| Participation rate | 87.5% | 63.0%+24.5pp | 72.6%+14.9pp | 68.1%+19.4pp |
| Annual return | 14.28% | 17.20%-2.9pp | 25.96%-11.7pp | 53.51%-39.2pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,496-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,044 | $3,194+26.6% | $4,759-15.0% | $4,126-2.0% |
| Admin fee / account holder | $1,638 | $6,434-74.5% | $12,266-86.6% | $7,339-77.7% |