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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 | $52,584 | $73,787-28.7% | $98,716-46.7% | $82,448-36.2% |
| Participation rate | 88.5% | 61.4%+27.1pp | 69.3%+19.2pp | 68.1%+20.5pp |
| Annual return | 21.13% | 18.57%+2.6pp | 31.81%-10.7pp | 41.64%-20.5pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,189 | $3,081+198.2% | $4,048+127.0% | $4,139+122.0% |
| Admin fee / account holder | $580 | $6,500-91.1% | $8,703-93.3% | $7,234-92.0% |