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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 | $71,814 | $49,249+45.8% | $70,476+1.9% | $79,852-10.1% |
| Participation rate | 96.8% | 69.2%+27.6pp | 75.1%+21.7pp | 69.6%+27.1pp |
| Annual return | 15.29% | 30.09%-14.8pp | 109.12%-93.8pp | 31.72%-16.4pp |
| Employer contribution / active EE | $995 | $2,100-52.6% | $2,738-63.6% | $2,471-59.7% |
| Participant deferral / active EE | $0 | $2,769-100.0% | $3,710-100.0% | $3,740-100.0% |
| Admin fee / account holder | $11,778 | $2,878+309.2% | $3,847+206.2% | $5,306+122.0% |