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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 | $58,698 | $106,864-45.1% | $147,318-60.2% | $82,637-29.0% |
| Participation rate | 91.2% | 75.5%+15.7pp | 82.1%+9.1pp | 68.1%+23.1pp |
| Annual return | 20.44% | 27.49%-7.0pp | 70.43%-50.0pp | 53.51%-33.1pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $22,187 | $6,496+241.6% | $7,906+180.6% | $4,126+437.7% |
| Admin fee / account holder | $13,012 | $8,415+54.6% | $13,708-5.1% | $7,339+77.3% |