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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 | $59,954 | $87,834-31.7% | $133,975-55.3% | $62,881-4.7% |
| Participation rate | 80.4% | 83.4%-2.9pp | 87.1%-6.6pp | 69.3%+11.1pp |
| Annual return | 6.27% | 12.05%-5.8pp | 29.29%-23.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,752 | $4,812-22.0% | $6,282-40.3% | $3,203+17.1% |
| Admin fee / account holder | $12,186 | $5,372+126.8% | $9,324+30.7% | $4,296+183.7% |