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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 | $63,365 | $110,137-42.5% | $161,149-60.7% | $82,637-23.3% |
| Participation rate | 96.2% | 72.4%+23.8pp | 78.8%+17.3pp | 68.1%+28.1pp |
| Annual return | 12.78% | 20.69%-7.9pp | 21.16%-8.4pp | 53.51%-40.7pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,348 | $4,575-26.8% | $6,153-45.6% | $4,126-18.9% |
| Admin fee / account holder | $776 | $9,467-91.8% | $15,194-94.9% | $7,339-89.4% |