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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 | $49,483 | $91,194-45.7% | $178,486-72.3% | $79,860-38.0% |
| Participation rate | 98.0% | 69.2%+28.8pp | 81.9%+16.1pp | 69.6%+28.4pp |
| Annual return | 12.47% | 24.19%-11.7pp | 151.08%-138.6pp | 31.72%-19.2pp |
| Employer contribution / active EE | $3,554 | $3,256+9.2% | $5,011-29.1% | $2,471+43.8% |
| Participant deferral / active EE | $3,116 | $3,236-3.7% | $5,202-40.1% | $3,740-16.7% |
| Admin fee / account holder | $1,394 | $6,751-79.3% | $13,985-90.0% | $5,306-73.7% |