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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 | $76,564-25.7% | $105,582-46.1% | $94,015-39.5% |
| Participation rate | 100.0% | 65.2%+34.8pp | 71.8%+28.2pp | 70.8%+29.2pp |
| Annual return | 18.78% | 20.69%-1.9pp | 18.61%+0.2pp | 17.84%+0.9pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,984-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $13,599 | $3,320+309.6% | $4,353+212.4% | $4,249+220.0% |
| Admin fee / account holder | $4,672 | $7,129-34.5% | $12,856-63.7% | $8,951-47.8% |