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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 | $28,217 | $78,197-63.9% | $98,090-71.2% | $82,637-65.9% |
| Participation rate | 80.2% | 77.5%+2.8pp | 81.5%-1.3pp | 68.1%+12.2pp |
| Annual return | 22.13% | 40.25%-18.1pp | 37.05%-14.9pp | 53.51%-31.4pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $8,463 | $6,636+27.5% | $7,845+7.9% | $4,126+105.1% |
| Admin fee / account holder | $410 | $14,832-97.2% | $11,815-96.5% | $7,339-94.4% |