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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 | $38,491 | $81,276-52.6% | $155,574-75.3% | $80,925-52.4% |
| Participation rate | 95.2% | 66.2%+28.9pp | 78.2%+16.9pp | 67.7%+27.5pp |
| Annual return | 20.04% | 33.36%-13.3pp | 64.87%-44.8pp | 35.65%-15.6pp |
| Employer contribution / active EE | $9,677 | $3,103+211.9% | $4,676+107.0% | $2,756+251.1% |
| Participant deferral / active EE | $0 | $3,453-100.0% | $5,629-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,192 | $7,993-72.6% | $15,914-86.2% | $6,940-68.4% |