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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 | $131,687 | $138,386-4.8% | $184,260-28.5% | $80,935+62.7% |
| Participation rate | 74.1% | 83.9%-9.8pp | 86.8%-12.8pp | 67.7%+6.4pp |
| Annual return | 20.95% | 20.02%+0.9pp | 28.84%-7.9pp | 35.66%-14.7pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $17,821 | $7,076+151.9% | $9,133+95.1% | $4,299+314.5% |
| Admin fee / account holder | $4,610 | $10,489-56.0% | $13,898-66.8% | $6,924-33.4% |