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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 | $109,954 | $136,860-19.7% | $120,344-8.6% | $154,746-28.9% |
| Participation rate | 87.5% | 79.9%+7.6pp | 76.7%+10.8pp | 80.7%+6.8pp |
| Annual return | 13.81% | 21.38%-7.6pp | 20.30%-6.5pp | 172.34%-158.5pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,939 | $5,793-14.8% | $5,135-3.8% | $6,730-26.6% |
| Admin fee / account holder | $1,266 | $15,393-91.8% | $12,742-90.1% | $14,365-91.2% |