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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 | $58,010 | $93,345-37.9% | $119,126-51.3% | $87,485-33.7% |
| Participation rate | 95.7% | 68.7%+26.9pp | 75.8%+19.9pp | 68.9%+26.7pp |
| Annual return | 12.52% | 19.08%-6.6pp | 282.11%-269.6pp | 26.06%-13.5pp |
| Employer contribution / active EE | $3,627 | $3,172+14.4% | $4,034-10.1% | $2,596+39.7% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $459 | $8,039-94.3% | $10,693-95.7% | $7,775-94.1% |