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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 | $51,536 | $62,589-17.7% | $76,768-32.9% | $64,173-19.7% |
| Participation rate | 96.0% | 72.8%+23.2pp | 77.0%+19.0pp | 69.6%+26.4pp |
| Annual return | 11.82% | -1.95%+13.8pp | 2.43%+9.4pp | 7.63%+4.2pp |
| Employer contribution / active EE | $4,920 | $1,832+168.5% | $2,485+98.0% | $2,381+106.7% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,320 | $4,667-28.9% | $6,675-50.3% | $4,887-32.1% |