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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 | $22,869 | $81,358-71.9% | $155,556-85.3% | $80,959-71.8% |
| Participation rate | 94.7% | 66.3%+28.5pp | 78.2%+16.5pp | 67.7%+27.1pp |
| Annual return | 15.73% | 33.39%-17.7pp | 64.84%-49.1pp | 35.67%-19.9pp |
| Employer contribution / active EE | $2,991 | $3,106-3.7% | $4,675-36.0% | $2,757+8.5% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,754 | $7,994-78.1% | $15,885-89.0% | $6,925-74.7% |