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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 | $32,433 | $45,050-28.0% | $63,018-48.5% | $70,126-53.8% |
| Participation rate | 96.0% | 69.5%+26.5pp | 74.8%+21.2pp | 69.5%+26.5pp |
| Annual return | 12.62% | 18.76%-6.1pp | 87.62%-75.0pp | 73.15%-60.5pp |
| Employer contribution / active EE | $4,743 | $2,052+131.1% | $2,761+71.8% | $2,343+102.5% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,379 | $2,834+19.2% | $3,601-6.2% | $4,645-27.3% |