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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 | $29,041 | $101,618-71.4% | $93,063-68.8% | $137,256-78.8% |
| Participation rate | 90.0% | 74.9%+15.1pp | 72.1%+17.9pp | 80.0%+10.0pp |
| Annual return | 13.34% | 223.95%-210.6pp | 34.15%-20.8pp | 220.34%-207.0pp |
| Employer contribution / active EE | $1,633 | $2,707-39.7% | $2,476-34.1% | $4,156-60.7% |
| Participant deferral / active EE | $7,293 | $4,279+70.4% | $3,958+84.3% | $6,407+13.8% |
| Admin fee / account holder | $11,062 | $6,198+78.5% | $6,033+83.4% | $12,270-9.8% |