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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 | $38,897 | $91,179-57.3% | $178,499-78.2% | $79,852-51.3% |
| Participation rate | 95.5% | 69.2%+26.3pp | 81.9%+13.6pp | 69.6%+25.9pp |
| Annual return | 11.63% | 24.19%-12.6pp | 151.10%-139.5pp | 31.72%-20.1pp |
| Employer contribution / active EE | $1,563 | $3,256-52.0% | $5,011-68.8% | $2,471-36.7% |
| Participant deferral / active EE | $3,573 | $3,236+10.4% | $5,202-31.3% | $3,740-4.5% |
| Admin fee / account holder | $1,789 | $6,749-73.5% | $13,986-87.2% | $5,306-66.3% |