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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 | $61,174 | $48,314+26.6% | $67,561-9.5% | $80,925-24.4% |
| Participation rate | 86.1% | 66.4%+19.7pp | 72.9%+13.2pp | 67.7%+18.5pp |
| Annual return | 14.62% | 18.28%-3.7pp | 3525.44%-3510.8pp | 35.65%-21.0pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,355 | $2,927+48.8% | $4,003+8.8% | $4,299+1.3% |
| Admin fee / account holder | $4,378 | $3,690+18.7% | $4,006+9.3% | $6,940-36.9% |