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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 | $20,432 | $77,908-73.8% | $149,696-86.4% | $75,173-72.8% |
| Participation rate | 92.1% | 65.6%+26.5pp | 78.8%+13.3pp | 67.2%+24.9pp |
| Annual return | 20.82% | 31.73%-10.9pp | 134.46%-113.6pp | 160.72%-139.9pp |
| Employer contribution / active EE | $3,239 | $3,138+3.2% | $4,821-32.8% | $2,671+21.3% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,156 | $5,950-80.6% | $13,212-91.3% | $5,651-79.5% |