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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 | $42,584 | $85,766-50.3% | $136,298-68.8% | $70,126-39.3% |
| Participation rate | 82.9% | 74.2%+8.8pp | 81.9%+1.0pp | 69.5%+13.4pp |
| Annual return | 19.14% | 31.46%-12.3pp | 5156.27%-5137.1pp | 73.15%-54.0pp |
| Employer contribution / active EE | $4,239 | $2,966+42.9% | $4,696-9.7% | $2,343+80.9% |
| Participant deferral / active EE | $5,133 | $5,051+1.6% | $6,247-17.8% | $3,332+54.1% |
| Admin fee / account holder | $918 | $5,421-83.1% | $9,244-90.1% | $4,645-80.2% |