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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 | $114,712-38.0% | $173,730-59.1% | $87,485-18.7% |
| Participation rate | 91.1% | 73.0%+18.1pp | 79.6%+11.5pp | 68.9%+22.1pp |
| Annual return | 13.61% | 20.18%-6.6pp | 19.96%-6.3pp | 26.06%-12.5pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,106 | $4,642-33.1% | $6,326-50.9% | $4,274-27.3% |
| Admin fee / account holder | $14,807 | $10,210+45.0% | $17,523-15.5% | $7,775+90.4% |