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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 | $42,600 | $106,864-60.1% | $147,318-71.1% | $82,637-48.4% |
| Participation rate | 80.0% | 75.5%+4.5pp | 82.1%-2.1pp | 68.1%+11.9pp |
| Annual return | 27.05% | 27.49%-0.4pp | 70.43%-43.4pp | 53.51%-26.5pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,445 | $6,496-0.8% | $7,906-18.5% | $4,126+56.2% |
| Admin fee / account holder | $2,999 | $8,415-64.4% | $13,708-78.1% | $7,339-59.1% |