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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 | $24,215 | $65,041-62.8% | $90,965-73.4% | $79,858-69.7% |
| Participation rate | 88.9% | 61.6%+27.3pp | 69.0%+19.9pp | 69.6%+19.3pp |
| Annual return | 39.41% | 30.45%+9.0pp | 134.57%-95.2pp | 31.72%+7.7pp |
| Employer contribution / active EE | $1,744 | $1,247+39.8% | $2,122-17.8% | $2,471-29.4% |
| Participant deferral / active EE | $2,915 | $2,512+16.0% | $3,373-13.6% | $3,740-22.1% |
| Admin fee / account holder | $946 | $4,536-79.1% | $5,960-84.1% | $5,306-82.2% |