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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 | $64,820 | $53,128+22.0% | $86,582-25.1% | $70,126-7.6% |
| Participation rate | 80.8% | 65.3%+15.5pp | 73.5%+7.2pp | 69.5%+11.2pp |
| Annual return | 13.99% | 27.66%-13.7pp | 965.08%-951.1pp | 73.15%-59.2pp |
| Employer contribution / active EE | $298 | $2,068-85.6% | $2,839-89.5% | $2,343-87.3% |
| Participant deferral / active EE | $2,020 | $2,695-25.0% | $3,609-44.0% | $3,332-39.4% |
| Admin fee / account holder | $2,308 | $3,584-35.6% | $4,904-52.9% | $4,645-50.3% |