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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 | $69,444-18.1% | $92,985-38.8% | $87,485-35.0% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.9%+31.1pp |
| Annual return | 18.78% | 23.85%-5.1pp | 27.99%-9.2pp | 26.06%-7.3pp |
| Employer contribution / active EE | $0 | $1,917-100.0% | $2,662-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $13,599 | $3,364+304.2% | $4,377+210.7% | $4,274+218.2% |
| Admin fee / account holder | $4,672 | $6,137-23.9% | $9,463-50.6% | $7,775-39.9% |