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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 | $12,276 | $58,627-79.1% | $76,735-84.0% | $82,448-85.1% |
| Participation rate | 84.6% | 63.2%+21.4pp | 69.5%+15.1pp | 68.1%+16.5pp |
| Annual return | 22.20% | 39.10%-16.9pp | 29.77%-7.6pp | 41.64%-19.4pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,590 | $3,134+14.6% | $4,088-12.2% | $4,139-13.3% |
| Admin fee / account holder | $5,438 | $5,323+2.2% | $7,189-24.4% | $7,234-24.8% |