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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 | $95,453-52.4% | $112,040-59.5% | $82,448-44.9% |
| Participation rate | 83.3% | 72.8%+10.6pp | 76.5%+6.8pp | 68.1%+15.3pp |
| Annual return | 18.16% | 23.92%-5.8pp | 24.52%-6.4pp | 41.64%-23.5pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $10,091 | $4,224+138.9% | $5,098+97.9% | $4,139+143.8% |
| Admin fee / account holder | $13,109 | $9,013+45.4% | $12,098+8.4% | $7,234+81.2% |