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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 | $41,041 | $108,825-62.3% | $156,181-73.7% | $82,448-50.2% |
| Participation rate | 91.4% | 72.4%+19.1pp | 78.8%+12.6pp | 68.1%+23.4pp |
| Annual return | 13.75% | 20.59%-6.8pp | 64.87%-51.1pp | 41.64%-27.9pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,134 | $4,577-9.7% | $6,132-32.6% | $4,139-0.1% |
| Admin fee / account holder | $5,851 | $9,341-37.4% | $14,586-59.9% | $7,234-19.1% |