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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 | $45,946 | $75,935-39.5% | $60,547-24.1% | $125,389-63.4% |
| Participation rate | 93.8% | 76.5%+17.2pp | 68.0%+25.8pp | 83.2%+10.6pp |
| Annual return | 0.78% | -5.38%+6.2pp | 335.64%-334.9pp | 282.24%-281.5pp |
| Employer contribution / active EE | $1,899 | $3,438-44.8% | $2,419-21.5% | $4,866-61.0% |
| Participant deferral / active EE | $5,787 | $4,506+28.4% | $3,328+73.9% | $5,352+8.1% |
| Admin fee / account holder | $433 | $6,768-93.6% | $4,536-90.5% | $9,541-95.5% |