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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 | $32,073 | $39,162-18.1% | $100,671-68.1% | $59,633-46.2% |
| Participation rate | 96.2% | 55.9%+40.3pp | 70.7%+25.4pp | 68.7%+27.5pp |
| Annual return | 3.03% | 21.07%-18.0pp | 20.43%-17.4pp | 2041.45%-2038.4pp |
| Employer contribution / active EE | $2,354 | $1,151+104.5% | $4,012-41.3% | $2,203+6.8% |
| Participant deferral / active EE | $0 | $1,992-100.0% | $3,144-100.0% | $3,192-100.0% |
| Admin fee / account holder | $370 | $2,969-87.5% | $4,850-92.4% | $4,297-91.4% |