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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 | $43,951 | $97,648-55.0% | $121,663-63.9% | $87,485-49.8% |
| Participation rate | 92.0% | 70.5%+21.5pp | 74.5%+17.5pp | 68.9%+23.1pp |
| Annual return | 18.58% | 18.03%+0.6pp | 147.54%-129.0pp | 26.06%-7.5pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,097 | $3,923+55.4% | $4,887+24.8% | $4,274+42.7% |
| Admin fee / account holder | $2,627 | $11,100-76.3% | $14,289-81.6% | $7,775-66.2% |