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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 | $65,092 | $124,980-47.9% | $108,359-39.9% | $154,746-57.9% |
| Participation rate | 77.8% | 75.2%+2.6pp | 70.1%+7.7pp | 80.7%-2.9pp |
| Annual return | 10.41% | 45.00%-34.6pp | 36.89%-26.5pp | 172.34%-161.9pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,406 | $4,743-28.2% | $4,137-17.7% | $6,730-49.4% |
| Admin fee / account holder | $1,635 | $11,502-85.8% | $9,741-83.2% | $14,365-88.6% |