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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 | $45,844 | $106,749-57.1% | $145,433-68.5% | $82,448-44.4% |
| Participation rate | 86.8% | 75.6%+11.1pp | 82.1%+4.7pp | 68.1%+18.7pp |
| Annual return | 18.74% | 27.59%-8.9pp | 66.58%-47.8pp | 41.64%-22.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,033 | $6,519+7.9% | $7,897-10.9% | $4,139+69.9% |
| Admin fee / account holder | $3,783 | $8,390-54.9% | $13,129-71.2% | $7,234-47.7% |