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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 | $95,404-48.0% | $113,397-56.2% | $82,637-39.9% |
| Participation rate | 85.7% | 72.8%+12.9pp | 76.5%+9.2pp | 68.1%+17.7pp |
| Annual return | 17.06% | 19.08%-2.0pp | 23.20%-6.1pp | 53.51%-36.4pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,132 | $4,220-2.1% | $5,076-18.6% | $4,126+0.2% |
| Admin fee / account holder | $1,528 | $9,168-83.3% | $11,957-87.2% | $7,339-79.2% |