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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 | $30,987 | $94,031-67.0% | $115,768-73.2% | $82,448-62.4% |
| Participation rate | 84.4% | 70.4%+14.0pp | 74.4%+10.1pp | 68.1%+16.4pp |
| Annual return | 13.69% | 20.61%-6.9pp | 100.46%-86.8pp | 41.64%-27.9pp |
| Employer contribution / active EE | $1,111 | $2,323-52.2% | $2,940-62.2% | $2,551-56.4% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,550 | $10,249-84.9% | $12,439-87.5% | $7,234-78.6% |