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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 | $51,544 | $54,763-5.9% | $90,324-42.9% | $72,976-29.4% |
| Participation rate | 76.7% | 65.2%+11.6pp | 73.3%+3.5pp | 69.5%+7.3pp |
| Annual return | 17.69% | 30.63%-12.9pp | 78.15%-60.5pp | 81.02%-63.3pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,355 | $2,887+50.8% | $3,885+12.1% | $3,608+20.7% |
| Admin fee / account holder | $2,890 | $3,973-27.3% | $5,356-46.0% | $5,124-43.6% |