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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 | $15,603 | $51,638-69.8% | $68,368-77.2% | $82,448-81.1% |
| Participation rate | 92.9% | 63.6%+29.2pp | 73.8%+19.1pp | 68.1%+24.8pp |
| Annual return | 16.76% | 37.53%-20.8pp | 292.57%-275.8pp | 41.64%-24.9pp |
| Employer contribution / active EE | $1,202 | $2,047-41.3% | $2,649-54.6% | $2,551-52.9% |
| Participant deferral / active EE | $3,826 | $2,914+31.3% | $4,123-7.2% | $4,139-7.6% |
| Admin fee / account holder | $2,791 | $4,643-39.9% | $5,150-45.8% | $7,234-61.4% |