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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 | $25,005 | $71,480-65.0% | $90,782-72.5% | $64,173-61.0% |
| Participation rate | 96.2% | 77.6%+18.7pp | 82.7%+13.6pp | 69.6%+26.7pp |
| Annual return | 22.99% | -4.25%+27.2pp | -3.42%+26.4pp | 7.63%+15.4pp |
| Employer contribution / active EE | $4,591 | $3,415+34.4% | $4,105+11.8% | $2,381+92.8% |
| Participant deferral / active EE | $0 | $4,302-100.0% | $5,366-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,065 | $6,309-67.3% | $5,908-65.0% | $4,887-57.8% |