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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 | $34,131 | $60,349-43.4% | $74,184-54.0% | $62,881-45.7% |
| Participation rate | 98.6% | 72.7%+25.9pp | 76.6%+22.0pp | 69.3%+29.3pp |
| Annual return | 5.91% | 21.38%-15.5pp | 17.74%-11.8pp | 20.14%-14.2pp |
| Employer contribution / active EE | $7,042 | $1,680+319.1% | $2,370+197.1% | $2,281+208.7% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,642 | $4,261-61.5% | $5,586-70.6% | $4,296-61.8% |