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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 | $39,648 | $85,515-53.6% | $112,040-64.6% | $67,986-41.7% |
| Participation rate | 87.8% | 68.2%+19.5pp | 76.5%+11.3pp | 57.2%+30.5pp |
| Annual return | 27.31% | 29.68%-2.4pp | 24.52%+2.8pp | 31.67%-4.4pp |
| Employer contribution / active EE | $0 | $2,191-100.0% | $2,954-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $8,924 | $4,014+122.3% | $5,098+75.1% | $3,358+165.8% |
| Admin fee / account holder | $2,325 | $3,774-38.4% | $12,098-80.8% | $3,203-27.4% |