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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 | $47,299 | $101,618-53.5% | $93,063-49.2% | $137,256-65.5% |
| Participation rate | 90.0% | 74.9%+15.1pp | 72.1%+17.9pp | 80.0%+10.0pp |
| Annual return | 18.77% | 223.95%-205.2pp | 34.15%-15.4pp | 220.34%-201.6pp |
| Employer contribution / active EE | $1,428 | $2,707-47.2% | $2,476-42.3% | $4,156-65.6% |
| Participant deferral / active EE | $6,403 | $4,279+49.6% | $3,958+61.8% | $6,407-0.1% |
| Admin fee / account holder | $896 | $6,198-85.6% | $6,033-85.2% | $12,270-92.7% |