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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 | $31,374 | $104,709-70.0% | $85,705-63.4% | $167,553-81.3% |
| Participation rate | 90.0% | 76.4%+13.6pp | 69.9%+20.1pp | 82.1%+7.9pp |
| Annual return | 9.79% | 21.45%-11.7pp | 21.49%-11.7pp | 478.89%-469.1pp |
| Employer contribution / active EE | $819 | $3,338-75.5% | $2,619-68.7% | $4,840-83.1% |
| Participant deferral / active EE | $6,516 | $4,827+35.0% | $3,924+66.0% | $6,343+2.7% |
| Admin fee / account holder | $461 | $10,036-95.4% | $6,877-93.3% | $12,316-96.3% |