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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 | $81,334-51.3% | $113,397-65.0% | $64,097-38.1% |
| Participation rate | 87.8% | 65.6%+22.1pp | 76.5%+11.3pp | 55.2%+32.6pp |
| Annual return | 27.31% | 32.50%-5.2pp | 23.20%+4.1pp | 34.64%-7.3pp |
| Employer contribution / active EE | $0 | $2,077-100.0% | $2,977-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $8,924 | $3,795+135.1% | $5,076+75.8% | $3,080+189.8% |
| Admin fee / account holder | $2,325 | $4,208-44.7% | $11,957-80.6% | $3,454-32.7% |