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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 | $52,753 | $64,920-18.7% | $103,693-49.1% | $86,983-39.4% |
| Participation rate | 97.2% | 63.6%+33.6pp | 72.6%+24.6pp | 69.5%+27.7pp |
| Annual return | 12.23% | 30.29%-18.1pp | 47.61%-35.4pp | 25.83%-13.6pp |
| Employer contribution / active EE | $7,411 | $2,141+246.2% | $2,920+153.8% | $2,584+186.8% |
| Participant deferral / active EE | $0 | $3,241-100.0% | $4,579-100.0% | $4,194-100.0% |
| Admin fee / account holder | $2,409 | $6,191-61.1% | $7,858-69.3% | $7,856-69.3% |