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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 | $31,489 | $48,327-34.8% | $67,575-53.4% | $80,935-61.1% |
| Participation rate | 88.9% | 66.4%+22.5pp | 72.9%+16.0pp | 67.7%+21.2pp |
| Annual return | 16.27% | 18.31%-2.0pp | 3528.98%-3512.7pp | 35.66%-19.4pp |
| Employer contribution / active EE | $2,929 | $2,022+44.9% | $2,736+7.1% | $2,757+6.3% |
| Participant deferral / active EE | $4,858 | $2,927+66.0% | $4,003+21.3% | $4,299+13.0% |
| Admin fee / account holder | $461 | $3,692-87.5% | $3,993-88.5% | $6,924-93.3% |