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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 | $71,119 | $108,825-34.6% | $156,181-54.5% | $82,448-13.7% |
| Participation rate | 91.1% | 72.4%+18.7pp | 78.8%+12.2pp | 68.1%+23.0pp |
| Annual return | 13.61% | 20.59%-7.0pp | 64.87%-51.3pp | 41.64%-28.0pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,106 | $4,577-32.1% | $6,132-49.4% | $4,139-25.0% |
| Admin fee / account holder | $14,807 | $9,341+58.5% | $14,586+1.5% | $7,234+104.7% |