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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 | $76,407-36.9% | $150,298-67.9% | $82,448-41.6% |
| Participation rate | 74.5% | 66.4%+8.1pp | 77.8%-3.3pp | 68.1%+6.4pp |
| Annual return | 26.62% | 39.99%-13.4pp | 62.79%-36.2pp | 41.64%-15.0pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $11,147 | $3,214+246.8% | $5,453+104.4% | $4,139+169.3% |
| Admin fee / account holder | $14,843 | $6,352+133.7% | $14,116+5.2% | $7,234+105.2% |