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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 | $12,790 | $54,757-76.6% | $90,300-85.8% | $72,983-82.5% |
| Participation rate | 74.4% | 65.1%+9.2pp | 73.3%+1.1pp | 69.5%+4.9pp |
| Annual return | 22.80% | 30.63%-7.8pp | 78.11%-55.3pp | 81.01%-58.2pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,343 | $2,887+15.8% | $3,884-13.9% | $3,608-7.3% |
| Admin fee / account holder | $383 | $3,972-90.4% | $5,353-92.9% | $5,124-92.5% |