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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 | $48,181 | $78,690-38.8% | $161,489-70.2% | $87,485-44.9% |
| Participation rate | 74.5% | 67.5%+7.0pp | 78.7%-4.2pp | 68.9%+5.5pp |
| Annual return | 26.62% | 32.74%-6.1pp | 89.72%-63.1pp | 26.06%+0.6pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,147 | $3,311+236.7% | $5,630+98.0% | $4,274+160.8% |
| Admin fee / account holder | $14,843 | $6,724+120.8% | $16,006-7.3% | $7,775+90.9% |