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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 | $10,155 | $112,729-91.0% | $98,716-89.7% | $137,256-92.6% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.3%+10.7pp | 80.0%0pp |
| Annual return | 13.55% | 38.48%-24.9pp | 31.81%-18.3pp | 220.34%-206.8pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,589 | $4,640-22.7% | $4,048-11.3% | $6,407-44.0% |
| Admin fee / account holder | $4,431 | $10,129-56.3% | $8,703-49.1% | $12,270-63.9% |