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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 | $77,623 | $57,590+34.8% | $86,233-10.0% | $82,448-5.9% |
| Participation rate | 72.0% | 57.9%+14.1pp | 69.0%+3.0pp | 68.1%+3.9pp |
| Annual return | 13.63% | 22.41%-8.8pp | 61.39%-47.8pp | 41.64%-28.0pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,901 | $3,080+59.1% | $4,559+7.5% | $4,139+18.4% |
| Admin fee / account holder | $7,710 | $4,730+63.0% | $8,342-7.6% | $7,234+6.6% |