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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 | $64,910 | $75,058-13.5% | $152,301-57.4% | $64,340+0.9% |
| Participation rate | 92.7% | 60.9%+31.8pp | 82.4%+10.2pp | 55.2%+37.4pp |
| Annual return | 24.57% | 29.93%-5.4pp | 80.50%-55.9pp | 24.14%+0.4pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $4,624-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $13,845 | $5,041+174.7% | $8,004+73.0% | $2,980+364.6% |
| Admin fee / account holder | $1,153 | $4,050-71.5% | $14,398-92.0% | $3,703-68.9% |