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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 | $33,641 | $52,279-35.7% | $89,400-62.4% | $79,858-57.9% |
| Participation rate | 81.0% | 57.5%+23.4pp | 68.0%+13.0pp | 69.6%+11.3pp |
| Annual return | 16.77% | 22.16%-5.4pp | 245.64%-228.9pp | 31.72%-14.9pp |
| Employer contribution / active EE | $2,080 | $1,572+32.4% | $2,586-19.6% | $2,471-15.8% |
| Participant deferral / active EE | $1,726 | $2,740-37.0% | $3,890-55.6% | $3,740-53.8% |
| Admin fee / account holder | $2,295 | $3,356-31.6% | $4,882-53.0% | $5,306-56.7% |