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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 | $26,719 | $145,978-81.7% | $34,355-22.2% | $145,978-81.7% |
| Participation rate | 93.3% | 80.3%+13.0pp | 68.4%+24.9pp | 80.3%+13.0pp |
| Annual return | 21.91% | 550.52%-528.6pp | 17.30%+4.6pp | 550.52%-528.6pp |
| Employer contribution / active EE | $1,022 | $4,662-78.1% | $1,553-34.2% | $4,662-78.1% |
| Participant deferral / active EE | $6,995 | $6,690+4.6% | $4,533+54.3% | $6,690+4.6% |
| Admin fee / account holder | $707 | $13,400-94.7% | $2,045-65.4% | $13,400-94.7% |