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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 | $39,135 | $48,277-18.9% | $67,511-42.0% | $80,874-51.6% |
| Participation rate | 97.5% | 66.4%+31.1pp | 72.9%+24.6pp | 67.6%+29.9pp |
| Annual return | 11.46% | 18.27%-6.8pp | 3517.41%-3505.9pp | 35.62%-24.2pp |
| Employer contribution / active EE | $1,614 | $2,021-20.1% | $2,733-40.9% | $2,756-41.4% |
| Participant deferral / active EE | $3,521 | $2,926+20.3% | $4,000-12.0% | $4,297-18.1% |
| Admin fee / account holder | $2,156 | $3,687-41.5% | $3,999-46.1% | $6,935-68.9% |