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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 | $145,431-46.4% | $211,142-63.0% | $87,485-10.8% |
| Participation rate | 85.2% | 84.7%+0.4pp | 87.3%-2.1pp | 68.9%+16.3pp |
| Annual return | 15.74% | 27.21%-11.5pp | 46.84%-31.1pp | 26.06%-10.3pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,511 | $6,859-48.8% | $9,284-62.2% | $4,274-17.9% |
| Admin fee / account holder | $3,576 | $17,052-79.0% | $19,076-81.3% | $7,775-54.0% |