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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 | $22,444 | $77,638-71.1% | $156,551-85.7% | $62,881-64.3% |
| Participation rate | 97.7% | 71.2%+26.5pp | 84.0%+13.7pp | 69.3%+28.4pp |
| Annual return | 15.23% | 50.33%-35.1pp | 32.23%-17.0pp | 20.14%-4.9pp |
| Employer contribution / active EE | $2,238 | $3,444-35.0% | $5,501-59.3% | $2,281-1.9% |
| Participant deferral / active EE | $2,691 | $3,046-11.6% | $4,871-44.8% | $3,203-16.0% |
| Admin fee / account holder | $1,064 | $5,561-80.9% | $13,028-91.8% | $4,296-75.2% |