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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 | $137,624 | $199,109-30.9% | $173,730-20.8% | $154,746-11.1% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.6%+6.1pp | 80.7%+5.0pp |
| Annual return | 17.25% | 20.02%-2.8pp | 19.96%-2.7pp | 172.34%-155.1pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,743 | $7,113-47.4% | $6,326-40.8% | $6,730-44.4% |
| Admin fee / account holder | $14,785 | $20,916-29.3% | $17,523-15.6% | $14,365+2.9% |