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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 | $54,751 | $83,485-34.4% | $125,195-56.3% | $72,976-25.0% |
| Participation rate | 98.0% | 73.3%+24.7pp | 79.8%+18.2pp | 69.5%+28.5pp |
| Annual return | 20.48% | 25.77%-5.3pp | 43.79%-23.3pp | 81.02%-60.5pp |
| Employer contribution / active EE | $1,006 | $2,346-57.1% | $3,866-74.0% | $2,440-58.8% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,724 | $5,518-68.8% | $9,704-82.2% | $5,124-66.4% |