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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 | $53,555 | $52,580+1.9% | $71,671-25.3% | $70,126-23.6% |
| Participation rate | 92.0% | 60.9%+31.1pp | 68.7%+23.3pp | 69.5%+22.5pp |
| Annual return | 13.10% | 20.25%-7.2pp | 20.65%-7.6pp | 73.15%-60.1pp |
| Employer contribution / active EE | $1,603 | $1,616-0.8% | $2,460-34.8% | $2,343-31.6% |
| Participant deferral / active EE | $1,410 | $2,386-40.9% | $3,438-59.0% | $3,332-57.7% |
| Admin fee / account holder | $47,682 | $3,653+1205.4% | $5,558+757.8% | $4,645+926.4% |