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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 | $145,431-58.4% | $211,142-71.3% | $87,485-30.8% |
| Participation rate | 84.0% | 84.7%-0.7pp | 87.3%-3.3pp | 68.9%+15.1pp |
| Annual return | 15.85% | 27.21%-11.4pp | 46.84%-31.0pp | 26.06%-10.2pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,952 | $6,859-13.2% | $9,284-35.9% | $4,274+39.3% |
| Admin fee / account holder | $2,783 | $17,052-83.7% | $19,076-85.4% | $7,775-64.2% |