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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 | $58,134 | $89,259-34.9% | $107,187-45.8% | $82,637-29.7% |
| Participation rate | 83.9% | 67.9%+15.9pp | 75.0%+8.9pp | 68.1%+15.8pp |
| Annual return | 18.52% | 21.02%-2.5pp | 204.55%-186.0pp | 53.51%-35.0pp |
| Employer contribution / active EE | $2,551 | $3,080-17.2% | $3,782-32.6% | $2,552-0.1% |
| Participant deferral / active EE | $4,282 | $4,037+6.1% | $5,096-16.0% | $4,126+3.8% |
| Admin fee / account holder | $1,341 | $7,381-81.8% | $9,162-85.4% | $7,339-81.7% |