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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 | $50,554-58.3% | $67,681-68.9% | $87,485-75.9% |
| Participation rate | 97.1% | 67.7%+29.3pp | 73.7%+23.3pp | 68.9%+28.1pp |
| Annual return | 19.98% | 17.81%+2.2pp | 590.58%-570.6pp | 26.06%-6.1pp |
| Employer contribution / active EE | $4,226 | $1,988+112.5% | $2,678+57.8% | $2,596+62.8% |
| Participant deferral / active EE | $4,341 | $2,961+46.6% | $3,976+9.2% | $4,274+1.6% |
| Admin fee / account holder | $1,875 | $4,132-54.6% | $6,100-69.3% | $7,775-75.9% |