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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 | $42,068 | $51,638-18.5% | $68,368-38.5% | $82,448-49.0% |
| Participation rate | 88.9% | 63.6%+25.3pp | 73.8%+15.1pp | 68.1%+20.8pp |
| Annual return | 14.46% | 37.53%-23.1pp | 292.57%-278.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $2,229 | $2,047+8.9% | $2,649-15.8% | $2,551-12.6% |
| Participant deferral / active EE | $2,250 | $2,914-22.8% | $4,123-45.4% | $4,139-45.6% |
| Admin fee / account holder | $8,761 | $4,643+88.7% | $5,150+70.1% | $7,234+21.1% |