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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 | $78,520-23.7% | $96,576-37.9% | $82,448-27.3% |
| Participation rate | 77.3% | 77.7%-0.5pp | 81.4%-4.2pp | 68.1%+9.2pp |
| Annual return | 24.90% | 41.30%-16.4pp | 38.47%-13.6pp | 41.64%-16.7pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $11,882 | $6,754+75.9% | $7,956+49.3% | $4,139+187.1% |
| Admin fee / account holder | $2,843 | $13,455-78.9% | $11,381-75.0% | $7,234-60.7% |