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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 | $29,754 | $47,944-37.9% | $67,834-56.1% | $62,881-52.7% |
| Participation rate | 95.7% | 61.1%+34.6pp | 68.8%+26.9pp | 69.3%+26.3pp |
| Annual return | 41.82% | 11.77%+30.1pp | 138.47%-96.7pp | 20.14%+21.7pp |
| Employer contribution / active EE | $2,659 | $1,562+70.2% | $2,403+10.6% | $2,281+16.6% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $637 | $3,712-82.8% | $4,622-86.2% | $4,296-85.2% |