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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 | $59,084 | $67,411-12.4% | $91,004-35.1% | $70,126-15.7% |
| Participation rate | 94.3% | 71.4%+23.0pp | 75.6%+18.7pp | 69.5%+24.8pp |
| Annual return | 15.14% | -40.16%+55.3pp | 4.60%+10.5pp | 73.15%-58.0pp |
| Employer contribution / active EE | $3,398 | $1,786+90.3% | $2,456+38.4% | $2,343+45.1% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,563 | $4,236-39.5% | $5,417-52.7% | $4,645-44.8% |