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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 | $33,878 | $90,486-62.6% | $78,676-56.9% | $273,972-87.6% |
| Participation rate | 94.1% | 76.5%+17.6pp | 73.6%+20.6pp | 83.0%+11.1pp |
| Annual return | 10.25% | 75.62%-65.4pp | 62.19%-51.9pp | 41.46%-31.2pp |
| Employer contribution / active EE | $2,203 | $3,175-30.6% | $2,850-22.7% | $4,869-54.7% |
| Participant deferral / active EE | $5,529 | $3,901+41.7% | $3,517+57.2% | $5,287+4.6% |
| Admin fee / account holder | $515 | $5,263-90.2% | $4,510-88.6% | $10,133-94.9% |