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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 | $52,416 | $77,472-32.3% | $100,415-47.8% | $80,959-35.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 14.21% | 37.26%-23.0pp | 49.47%-35.3pp | 35.67%-21.5pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $12,523 | $6,818+83.7% | $8,091+54.8% | $4,300+191.2% |
| Admin fee / account holder | $10,539 | $5,885+79.1% | $7,906+33.3% | $6,925+52.2% |