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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 | $99,875-41.2% | $146,866-60.0% | $86,983-32.5% |
| Participation rate | 91.2% | 75.8%+15.4pp | 82.5%+8.7pp | 69.5%+21.6pp |
| Annual return | 20.44% | 28.10%-7.7pp | 102.85%-82.4pp | 25.83%-5.4pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $22,187 | $6,322+250.9% | $7,759+185.9% | $4,194+429.0% |
| Admin fee / account holder | $13,012 | $7,838+66.0% | $13,620-4.5% | $7,856+65.6% |