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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 | $73,137 | $77,814-6.0% | $158,223-53.8% | $86,983-15.9% |
| Participation rate | 93.9% | 68.4%+25.5pp | 79.2%+14.7pp | 69.5%+24.4pp |
| Annual return | 14.32% | 30.54%-16.2pp | 52.09%-37.8pp | 25.83%-11.5pp |
| Employer contribution / active EE | $5,322 | $2,592+105.3% | $4,109+29.5% | $2,584+105.9% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $5,467-100.0% | $4,194-100.0% |
| Admin fee / account holder | $948 | $5,879-83.9% | $16,047-94.1% | $7,856-87.9% |