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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 | $49,634 | $95,453-48.0% | $112,040-55.7% | $82,448-39.8% |
| Participation rate | 85.7% | 72.8%+13.0pp | 76.5%+9.2pp | 68.1%+17.6pp |
| Annual return | 17.06% | 23.92%-6.9pp | 24.52%-7.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,132 | $4,224-2.2% | $5,098-18.9% | $4,139-0.2% |
| Admin fee / account holder | $1,528 | $9,013-83.1% | $12,098-87.4% | $7,234-78.9% |