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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 | $30,405 | $81,504-62.7% | $102,437-70.3% | $80,959-62.4% |
| Participation rate | 93.5% | 66.9%+26.7pp | 74.5%+19.0pp | 67.7%+25.9pp |
| Annual return | 11.17% | 25.60%-14.4pp | 24.95%-13.8pp | 35.67%-24.5pp |
| Employer contribution / active EE | $7,187 | $3,104+131.6% | $3,871+85.7% | $2,757+160.7% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $6,236 | $6,719-7.2% | $8,388-25.7% | $6,925-10.0% |