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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 | $32,503 | $79,955-59.3% | $98,461-67.0% | $75,173-56.8% |
| Participation rate | 94.3% | 70.4%+24.0pp | 75.2%+19.2pp | 67.2%+27.1pp |
| Annual return | 19.86% | 19.75%+0.1pp | 21.17%-1.3pp | 160.72%-140.9pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,027 | $3,752+34.0% | $4,738+6.1% | $4,126+21.8% |
| Admin fee / account holder | $1,616 | $6,841-76.4% | $8,961-82.0% | $5,651-71.4% |