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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 | $56,906 | $58,627-2.9% | $76,735-25.8% | $82,448-31.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 18.78% | 39.10%-20.3pp | 29.77%-11.0pp | 41.64%-22.9pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $13,599 | $3,134+334.0% | $4,088+232.7% | $4,139+228.5% |
| Admin fee / account holder | $4,672 | $5,323-12.2% | $7,189-35.0% | $7,234-35.4% |