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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 | $21,068 | $55,457-62.0% | $77,361-72.8% | $94,015-77.6% |
| Participation rate | 97.1% | 69.8%+27.2pp | 75.0%+22.1pp | 70.8%+26.2pp |
| Annual return | 19.98% | 15.57%+4.4pp | 1011.54%-991.6pp | 17.84%+2.1pp |
| Employer contribution / active EE | $4,226 | $2,255+87.4% | $2,990+41.3% | $2,790+51.5% |
| Participant deferral / active EE | $4,341 | $3,069+41.4% | $3,911+11.0% | $4,249+2.2% |
| Admin fee / account holder | $1,875 | $4,334-56.7% | $5,894-68.2% | $8,951-79.1% |