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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 | $33,770 | $89,370-62.2% | $141,197-76.1% | $72,976-53.7% |
| Participation rate | 92.3% | 75.1%+17.2pp | 82.5%+9.8pp | 69.5%+22.8pp |
| Annual return | 64.81% | 111.88%-47.1pp | 71.41%-6.6pp | 81.02%-16.2pp |
| Employer contribution / active EE | $2,034 | $3,115-34.7% | $4,736-57.1% | $2,440-16.6% |
| Participant deferral / active EE | $4,537 | $5,419-16.3% | $6,710-32.4% | $3,608+25.8% |
| Admin fee / account holder | $1,109 | $5,957-81.4% | $10,265-89.2% | $5,124-78.3% |