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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 | $62,954 | $110,137-42.8% | $161,149-60.9% | $82,637-23.8% |
| Participation rate | 85.3% | 72.4%+12.9pp | 78.8%+6.5pp | 68.1%+17.2pp |
| Annual return | 14.75% | 20.69%-5.9pp | 21.16%-6.4pp | 53.51%-38.8pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,185 | $4,575-8.5% | $6,153-32.0% | $4,126+1.4% |
| Admin fee / account holder | $1,350 | $9,467-85.7% | $15,194-91.1% | $7,339-81.6% |