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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 | $77,460-32.3% | $100,378-47.8% | $80,925-35.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 14.21% | 37.24%-23.0pp | 49.41%-35.2pp | 35.65%-21.4pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $12,523 | $6,818+83.7% | $8,087+54.9% | $4,299+191.3% |
| Admin fee / account holder | $10,539 | $5,887+79.0% | $7,899+33.4% | $6,940+51.9% |