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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 | $67,627 | $96,956-30.2% | $69,779-3.1% | $273,972-75.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 9.48% | 12.93%-3.5pp | 12.99%-3.5pp | 41.46%-32.0pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,338-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,063 | $3,744-18.2% | $2,931+4.5% | $5,287-42.1% |
| Admin fee / account holder | $4,110 | $7,934-48.2% | $4,381-6.2% | $10,133-59.4% |