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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 | $31,165 | $45,043-30.8% | $63,005-50.5% | $70,124-55.6% |
| Participation rate | 84.1% | 69.5%+14.6pp | 74.8%+9.3pp | 69.5%+14.6pp |
| Annual return | 12.08% | 18.76%-6.7pp | 87.59%-75.5pp | 73.14%-61.1pp |
| Employer contribution / active EE | $3,486 | $2,052+69.9% | $2,760+26.3% | $2,342+48.8% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,279 | $2,833-19.6% | $3,599-36.7% | $4,645-50.9% |