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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 | $15,129 | $62,592-75.8% | $85,709-82.3% | $85,847-82.4% |
| Participation rate | 92.5% | 61.1%+31.3pp | 69.9%+22.6pp | 69.3%+23.1pp |
| Annual return | 11.42% | 23.77%-12.4pp | 21.49%-10.1pp | 318.61%-307.2pp |
| Employer contribution / active EE | $5,414 | $1,755+208.4% | $2,619+106.8% | $2,565+111.1% |
| Participant deferral / active EE | $0 | $2,802-100.0% | $3,924-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,745 | $4,643+23.7% | $6,876-16.5% | $6,261-8.2% |