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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 | $107,392 | $123,793-13.2% | $177,848-39.6% | $79,856+34.5% |
| Participation rate | 87.5% | 84.7%+2.8pp | 87.7%-0.2pp | 69.6%+17.9pp |
| Annual return | 18.68% | 22.82%-4.1pp | 48.33%-29.6pp | 31.71%-13.0pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,279 | $5,956-28.2% | $7,714-44.5% | $3,741+14.4% |
| Admin fee / account holder | $1,686 | $7,243-76.7% | $12,431-86.4% | $5,306-68.2% |