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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 | $68,301 | $106,588-35.9% | $94,215-27.5% | $155,188-56.0% |
| Participation rate | 70.6% | 74.3%-3.7pp | 70.0%+0.6pp | 80.8%-10.2pp |
| Annual return | 14.72% | 29.39%-14.7pp | 28.22%-13.5pp | 148.84%-134.1pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $2,675-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,208 | $4,802+8.4% | $4,276+21.8% | $6,531-20.3% |
| Admin fee / account holder | $2,759 | $12,281-77.5% | $10,216-73.0% | $14,480-80.9% |