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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 | $13,535 | $48,327-72.0% | $67,575-80.0% | $80,935-83.3% |
| Participation rate | 97.0% | 66.4%+30.6pp | 72.9%+24.1pp | 67.7%+29.3pp |
| Annual return | 11.94% | 18.31%-6.4pp | 3528.98%-3517.0pp | 35.66%-23.7pp |
| Employer contribution / active EE | $1,401 | $2,022-30.7% | $2,736-48.8% | $2,757-49.2% |
| Participant deferral / active EE | $4,007 | $2,927+36.9% | $4,003+0.1% | $4,299-6.8% |
| Admin fee / account holder | $3,416 | $3,692-7.5% | $3,993-14.5% | $6,924-50.7% |