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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 | $54,077 | $40,275+34.3% | $57,356-5.7% | $59,633-9.3% |
| Participation rate | 82.1% | 69.1%+12.9pp | 75.1%+7.0pp | 68.7%+13.4pp |
| Annual return | 1.59% | 27.52%-25.9pp | 24.41%-22.8pp | 2041.45%-2039.9pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,607 | $2,400+8.6% | $3,162-17.5% | $3,192-18.3% |
| Admin fee / account holder | $3,913 | $2,820+38.8% | $3,357+16.6% | $4,297-8.9% |