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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 | $59,932 | $78,197-23.4% | $98,090-38.9% | $82,637-27.5% |
| Participation rate | 77.3% | 77.5%-0.2pp | 81.5%-4.3pp | 68.1%+9.2pp |
| Annual return | 24.90% | 40.25%-15.3pp | 37.05%-12.1pp | 53.51%-28.6pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $11,882 | $6,636+79.1% | $7,845+51.5% | $4,126+188.0% |
| Admin fee / account holder | $2,843 | $14,832-80.8% | $11,815-75.9% | $7,339-61.3% |