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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 | $61,597 | $106,749-42.3% | $145,433-57.6% | $82,448-25.3% |
| Participation rate | 81.7% | 75.6%+6.0pp | 82.1%-0.5pp | 68.1%+13.6pp |
| Annual return | 19.64% | 27.59%-7.9pp | 66.58%-46.9pp | 41.64%-22.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $11,754 | $6,519+80.3% | $7,897+48.8% | $4,139+184.0% |
| Admin fee / account holder | $1,990 | $8,390-76.3% | $13,129-84.8% | $7,234-72.5% |