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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 | $24,641 | $54,757-55.0% | $90,304-72.7% | $72,975-66.2% |
| Participation rate | 92.9% | 65.2%+27.7pp | 73.3%+19.6pp | 69.5%+23.4pp |
| Annual return | 23.11% | 30.63%-7.5pp | 78.13%-55.0pp | 81.01%-57.9pp |
| Employer contribution / active EE | $3,703 | $2,093+76.9% | $2,855+29.7% | $2,440+51.8% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,862 | $3,973-28.0% | $5,354-46.5% | $5,124-44.2% |