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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 | $34,771 | $48,284-28.0% | $67,524-48.5% | $80,911-57.0% |
| Participation rate | 79.4% | 66.4%+13.0pp | 72.9%+6.5pp | 67.6%+11.8pp |
| Annual return | 11.46% | 18.27%-6.8pp | 3519.41%-3508.0pp | 35.63%-24.2pp |
| Employer contribution / active EE | $2,478 | $2,021+22.6% | $2,734-9.4% | $2,756-10.1% |
| Participant deferral / active EE | $3,446 | $2,927+17.7% | $4,001-13.9% | $4,297-19.8% |
| Admin fee / account holder | $569 | $3,688-84.6% | $4,001-85.8% | $6,935-91.8% |