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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 | $45,412 | $95,404-52.4% | $113,397-60.0% | $82,637-45.0% |
| Participation rate | 83.3% | 72.8%+10.5pp | 76.5%+6.8pp | 68.1%+15.3pp |
| Annual return | 18.16% | 19.08%-0.9pp | 23.20%-5.0pp | 53.51%-35.4pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $10,091 | $4,220+139.1% | $5,076+98.8% | $4,126+144.6% |
| Admin fee / account holder | $13,109 | $9,168+43.0% | $11,957+9.6% | $7,339+78.6% |