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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 | $42,723 | $95,404-55.2% | $113,397-62.3% | $82,637-48.3% |
| Participation rate | 85.7% | 72.8%+12.9pp | 76.5%+9.2pp | 68.1%+17.7pp |
| Annual return | 18.69% | 19.08%-0.4pp | 23.20%-4.5pp | 53.51%-34.8pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $10,274 | $4,220+143.5% | $5,076+102.4% | $4,126+149.0% |
| Admin fee / account holder | $1,983 | $9,168-78.4% | $11,957-83.4% | $7,339-73.0% |