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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 | $40,973 | $77,638-47.2% | $156,551-73.8% | $62,881-34.8% |
| Participation rate | 97.4% | 71.2%+26.2pp | 84.0%+13.4pp | 69.3%+28.1pp |
| Annual return | 7.34% | 50.33%-43.0pp | 32.23%-24.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,374 | $3,444-60.1% | $5,501-75.0% | $2,281-39.8% |
| Participant deferral / active EE | $2,667 | $3,046-12.4% | $4,871-45.3% | $3,203-16.7% |
| Admin fee / account holder | $8,734 | $5,561+57.0% | $13,028-33.0% | $4,296+103.3% |