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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 | $88,996-23.3% | $78,004-12.4% | $138,895-50.8% |
| Participation rate | 70.6% | 74.4%-3.8pp | 69.4%+1.1pp | 79.9%-9.3pp |
| Annual return | 14.72% | 28.03%-13.3pp | 31.07%-16.3pp | 145.39%-130.7pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,208 | $4,724+10.2% | $4,092+27.3% | $6,396-18.6% |
| Admin fee / account holder | $2,759 | $8,807-68.7% | $7,578-63.6% | $12,562-78.0% |