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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 | $30,898 | $78,690-60.7% | $161,489-80.9% | $87,485-64.7% |
| Participation rate | 93.3% | 67.5%+25.9pp | 78.7%+14.6pp | 68.9%+24.4pp |
| Annual return | 13.23% | 32.74%-19.5pp | 89.72%-76.5pp | 26.06%-12.8pp |
| Employer contribution / active EE | $1,428 | $2,588-44.8% | $4,268-66.6% | $2,596-45.0% |
| Participant deferral / active EE | $2,729 | $3,311-17.6% | $5,630-51.5% | $4,274-36.1% |
| Admin fee / account holder | $1,064 | $6,724-84.2% | $16,006-93.3% | $7,775-86.3% |