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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 | $45,524 | $138,393-67.1% | $184,256-75.3% | $80,959-43.8% |
| Participation rate | 85.4% | 83.9%+1.5pp | 86.8%-1.4pp | 67.7%+17.7pp |
| Annual return | 17.34% | 20.01%-2.7pp | 28.85%-11.5pp | 35.67%-18.3pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,108 | $7,076-13.7% | $9,133-33.1% | $4,300+42.0% |
| Admin fee / account holder | $2,482 | $10,489-76.3% | $13,899-82.1% | $6,925-64.2% |