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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 | $39,246 | $55,889-29.8% | $76,119-48.4% | $80,935-51.5% |
| Participation rate | 76.0% | 62.1%+13.9pp | 69.1%+6.9pp | 67.7%+8.3pp |
| Annual return | 18.89% | 20.58%-1.7pp | 361.25%-342.4pp | 35.66%-16.8pp |
| Employer contribution / active EE | $1,386 | $1,866-25.7% | $2,693-48.5% | $2,757-49.7% |
| Participant deferral / active EE | $5,283 | $3,051+73.1% | $4,259+24.0% | $4,299+22.9% |
| Admin fee / account holder | $664 | $5,241-87.3% | $6,421-89.7% | $6,924-90.4% |