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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 | $53,857 | $53,774+0.2% | $134,162-59.9% | $79,856-32.6% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 12.04% | 19.01%-7.0pp | 36.35%-24.3pp | 31.71%-19.7pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,158 | $2,420+30.5% | $3,500-9.8% | $3,741-15.6% |
| Admin fee / account holder | $8,262 | $3,985+107.3% | $6,685+23.6% | $5,306+55.7% |