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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 | $86,919-31.0% | $102,457-41.5% | $80,911-25.9% |
| Participation rate | 86.8% | 72.4%+14.4pp | 76.5%+10.3pp | 67.6%+19.1pp |
| Annual return | 11.28% | 18.90%-7.6pp | 29.41%-18.1pp | 35.63%-24.3pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,640 | $4,119+36.9% | $5,054+11.6% | $4,297+31.3% |
| Admin fee / account holder | $1,031 | $8,049-87.2% | $9,451-89.1% | $6,935-85.1% |