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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 | $47,487 | $46,877+1.3% | $122,354-61.2% | $70,126-32.3% |
| Participation rate | 70.0% | 58.2%+11.8pp | 71.6%-1.6pp | 69.5%+0.5pp |
| Annual return | 14.32% | 24.22%-9.9pp | 30.28%-16.0pp | 73.15%-58.8pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,843 | $2,167+31.2% | $3,287-13.5% | $3,332-14.7% |
| Admin fee / account holder | $9,320 | $3,324+180.4% | $5,479+70.1% | $4,645+100.6% |