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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 | $21,577 | $72,177-70.1% | $115,038-81.2% | $59,633-63.8% |
| Participation rate | 88.9% | 72.6%+16.3pp | 81.4%+7.5pp | 68.7%+20.2pp |
| Annual return | 4.62% | 12.02%-7.4pp | 26.14%-21.5pp | 2041.45%-2036.8pp |
| Employer contribution / active EE | $5,722 | $2,841+101.4% | $4,608+24.2% | $2,203+159.8% |
| Participant deferral / active EE | $5,102 | $4,783+6.7% | $6,026-15.3% | $3,192+59.9% |
| Admin fee / account holder | $6,141 | $4,927+24.6% | $8,175-24.9% | $4,297+42.9% |