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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 | $30,484 | $84,953-64.1% | $163,379-81.3% | $82,637-63.1% |
| Participation rate | 77.1% | 65.9%+11.2pp | 76.8%+0.3pp | 68.1%+9.1pp |
| Annual return | 18.52% | 23.07%-4.6pp | 63.41%-44.9pp | 53.51%-35.0pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,832 | $4,326+11.7% | $6,282-23.1% | $4,126+17.1% |
| Admin fee / account holder | $2,364 | $7,921-70.2% | $9,818-75.9% | $7,339-67.8% |