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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 | $50,510 | $60,349-16.3% | $74,184-31.9% | $62,881-19.7% |
| Participation rate | 97.6% | 72.7%+24.9pp | 76.6%+21.0pp | 69.3%+28.3pp |
| Annual return | 5.35% | 21.38%-16.0pp | 17.74%-12.4pp | 20.14%-14.8pp |
| Employer contribution / active EE | $1,916 | $1,680+14.0% | $2,370-19.1% | $2,281-16.0% |
| Participant deferral / active EE | $1,717 | $2,856-39.9% | $3,550-51.6% | $3,203-46.4% |
| Admin fee / account holder | $20,682 | $4,261+385.4% | $5,586+270.3% | $4,296+381.5% |