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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 | $36,353 | $72,272-49.7% | $101,264-64.1% | $79,858-54.5% |
| Participation rate | 82.1% | 68.5%+13.7pp | 75.8%+6.3pp | 69.6%+12.5pp |
| Annual return | 14.64% | 22.30%-7.7pp | 46.48%-31.8pp | 31.72%-17.1pp |
| Employer contribution / active EE | $4,946 | $2,692+83.8% | $3,660+35.1% | $2,471+100.2% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,251 | $4,401-71.6% | $5,947-79.0% | $5,306-76.4% |