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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 | $59,939 | $86,949-31.1% | $102,460-41.5% | $80,959-26.0% |
| Participation rate | 86.8% | 72.4%+14.4pp | 76.5%+10.3pp | 67.7%+19.1pp |
| Annual return | 11.28% | 18.89%-7.6pp | 29.47%-18.2pp | 35.67%-24.4pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,640 | $4,121+36.9% | $5,056+11.5% | $4,300+31.2% |
| Admin fee / account holder | $1,031 | $8,048-87.2% | $9,460-89.1% | $6,925-85.1% |