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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 | $48,149 | $48,364-0.4% | $71,796-32.9% | $62,881-23.4% |
| Participation rate | 71.0% | 60.6%+10.3pp | 69.1%+1.9pp | 69.3%+1.7pp |
| Annual return | 7.95% | 13.16%-5.2pp | 78.04%-70.1pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,006 | $1,042-3.5% | $1,924-47.7% | $2,281-55.9% |
| Participant deferral / active EE | $2,809 | $2,091+34.3% | $2,794+0.5% | $3,203-12.3% |
| Admin fee / account holder | $1,053 | $3,771-72.1% | $4,815-78.1% | $4,296-75.5% |