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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 | $48,011-56.1% | $63,803-67.0% | $82,637-74.5% |
| Participation rate | 97.1% | 66.6%+30.5pp | 72.7%+24.4pp | 68.1%+29.0pp |
| Annual return | 19.98% | 19.84%+0.1pp | 543.72%-523.7pp | 53.51%-33.5pp |
| Employer contribution / active EE | $4,226 | $1,904+122.0% | $2,532+66.9% | $2,552+65.6% |
| Participant deferral / active EE | $4,341 | $2,846+52.5% | $3,843+13.0% | $4,126+5.2% |
| Admin fee / account holder | $1,875 | $3,873-51.6% | $5,196-63.9% | $7,339-74.5% |