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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 | $63,043 | $72,492-13.0% | $87,104-27.6% | $72,975-13.6% |
| Participation rate | 85.7% | 72.8%+12.9pp | 76.9%+8.8pp | 69.5%+16.2pp |
| Annual return | 20.84% | 24.46%-3.6pp | 28.19%-7.4pp | 81.01%-60.2pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,943 | $3,270+51.2% | $4,048+22.1% | $3,608+37.0% |
| Admin fee / account holder | $6,824 | $5,055+35.0% | $7,491-8.9% | $5,124+33.2% |