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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 | $18,863 | $35,209-46.4% | $18,8630% | $35,209-46.4% |
| Participation rate | 85.0% | 68.0%+17.0pp | 85.0%0pp | 68.0%+17.0pp |
| Annual return | 21.24% | 8.28%+13.0pp | -10.29%+31.5pp | 8.28%+13.0pp |
| Employer contribution / active EE | $1,917 | $3,458-44.6% | $1,9170% | $3,458-44.6% |
| Participant deferral / active EE | $3,906 | $3,634+7.5% | $3,9060% | $3,634+7.5% |
| Admin fee / account holder | $1,878 | $6,138-69.4% | $1,8780% | $6,138-69.4% |