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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 | $56,564 | $49,255+14.8% | $70,494-19.8% | $79,856-29.2% |
| Participation rate | 72.0% | 69.2%+2.8pp | 75.1%-3.1pp | 69.6%+2.4pp |
| Annual return | 14.23% | 30.10%-15.9pp | 109.16%-94.9pp | 31.71%-17.5pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $10,816 | $2,768+290.7% | $3,711+191.5% | $3,741+189.2% |
| Admin fee / account holder | $5,416 | $2,879+88.1% | $3,848+40.7% | $5,306+2.1% |