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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 | $106,524-57.0% | $152,301-69.9% | $87,485-47.6% |
| Participation rate | 86.8% | 75.8%+11.0pp | 82.4%+4.3pp | 68.9%+17.9pp |
| Annual return | 18.74% | 26.89%-8.2pp | 80.50%-61.8pp | 26.06%-7.3pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,033 | $6,525+7.8% | $8,004-12.1% | $4,274+64.6% |
| Admin fee / account holder | $3,783 | $8,287-54.4% | $14,398-73.7% | $7,775-51.3% |