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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 | $71,084 | $58,627+21.2% | $76,735-7.4% | $82,448-13.8% |
| Participation rate | 95.2% | 63.2%+31.9pp | 69.5%+25.7pp | 68.1%+27.1pp |
| Annual return | 14.02% | 39.10%-25.1pp | 29.77%-15.8pp | 41.64%-27.6pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,368 | $3,134+39.4% | $4,088+6.9% | $4,139+5.5% |
| Admin fee / account holder | $7,069 | $5,323+32.8% | $7,189-1.7% | $7,234-2.3% |