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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 | $101,168 | $106,524-5.0% | $152,301-33.6% | $87,485+15.6% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.4%+15.1pp | 68.9%+28.6pp |
| Annual return | 16.61% | 26.89%-10.3pp | 80.50%-63.9pp | 26.06%-9.5pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $13,183 | $6,525+102.0% | $8,004+64.7% | $4,274+208.5% |
| Admin fee / account holder | $7,507 | $8,287-9.4% | $14,398-47.9% | $7,775-3.4% |