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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 | $78,022 | $146,267-46.7% | $197,124-60.4% | $82,448-5.4% |
| Participation rate | 85.2% | 84.0%+1.2pp | 86.7%-1.5pp | 68.1%+17.1pp |
| Annual return | 15.74% | 29.61%-13.9pp | 44.34%-28.6pp | 41.64%-25.9pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,511 | $7,035-50.1% | $9,135-61.6% | $4,139-15.2% |
| Admin fee / account holder | $3,576 | $14,422-75.2% | $16,298-78.1% | $7,234-50.6% |