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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 | $49,682 | $40,275+23.4% | $57,356-13.4% | $59,633-16.7% |
| Participation rate | 94.4% | 69.1%+25.3pp | 75.1%+19.4pp | 68.7%+25.8pp |
| Annual return | 2.14% | 27.52%-25.4pp | 24.41%-22.3pp | 2041.45%-2039.3pp |
| Employer contribution / active EE | $848 | $1,921-55.9% | $2,689-68.5% | $2,203-61.5% |
| Participant deferral / active EE | $848 | $2,400-64.7% | $3,162-73.2% | $3,192-73.4% |
| Admin fee / account holder | $8,174 | $2,820+189.8% | $3,357+143.5% | $4,297+90.2% |