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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 | $129,506 | $67,411+92.1% | $91,004+42.3% | $70,126+84.7% |
| Participation rate | 73.1% | 71.4%+1.7pp | 75.6%-2.5pp | 69.5%+3.5pp |
| Annual return | 13.51% | -40.16%+53.7pp | 4.60%+8.9pp | 73.15%-59.6pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,951 | $2,823+4.5% | $3,548-16.8% | $3,332-11.4% |
| Admin fee / account holder | $589 | $4,236-86.1% | $5,417-89.1% | $4,645-87.3% |