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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 | $41,207 | $80,992-49.1% | $96,534-57.3% | $75,173-45.2% |
| Participation rate | 78.1% | 71.8%+6.3pp | 76.0%+2.1pp | 67.2%+10.9pp |
| Annual return | 19.02% | 27.05%-8.0pp | 25.88%-6.9pp | 160.72%-141.7pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $9,329 | $3,929+137.4% | $4,851+92.3% | $4,126+126.1% |
| Admin fee / account holder | $383 | $6,717-94.3% | $8,253-95.4% | $5,651-93.2% |