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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 | $60,557 | $146,267-58.6% | $197,124-69.3% | $82,448-26.6% |
| Participation rate | 84.0% | 84.0%0pp | 86.7%-2.7pp | 68.1%+15.9pp |
| Annual return | 15.85% | 29.61%-13.8pp | 44.34%-28.5pp | 41.64%-25.8pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,952 | $7,035-15.4% | $9,135-34.8% | $4,139+43.8% |
| Admin fee / account holder | $2,783 | $14,422-80.7% | $16,298-82.9% | $7,234-61.5% |