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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 | $52,958 | $64,359-17.7% | $90,161-41.3% | $70,126-24.5% |
| Participation rate | 82.9% | 70.4%+12.4pp | 76.9%+6.0pp | 69.5%+13.3pp |
| Annual return | 15.58% | 28.13%-12.6pp | 34.89%-19.3pp | 73.15%-57.6pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,842 | $4,389-35.2% | $5,287-46.2% | $3,332-14.7% |
| Admin fee / account holder | $4,907 | $3,945+24.4% | $5,943-17.4% | $4,645+5.6% |