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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 | $35,871 | $42,383-15.4% | $76,518-53.1% | $64,173-44.1% |
| Participation rate | 94.4% | 58.1%+36.3pp | 68.0%+26.4pp | 69.6%+24.9pp |
| Annual return | 54.34% | -16.54%+70.9pp | -0.27%+54.6pp | 7.63%+46.7pp |
| Employer contribution / active EE | $4,681 | $1,563+199.4% | $2,647+76.8% | $2,381+96.6% |
| Participant deferral / active EE | $0 | $2,566-100.0% | $3,836-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,638 | $3,198+13.8% | $4,849-25.0% | $4,887-25.6% |