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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 | $41,919 | $107,015-60.8% | $73,545-43.0% | $147,585-71.6% |
| Participation rate | 88.2% | 66.4%+21.9pp | 54.9%+33.3pp | 82.8%+5.4pp |
| Annual return | 19.79% | 38.25%-18.5pp | -15.16%+35.0pp | 578.58%-558.8pp |
| Employer contribution / active EE | $976 | $1,760-44.6% | $1,219-19.9% | $4,876-80.0% |
| Participant deferral / active EE | $1,885 | $2,462-23.4% | $1,806+4.4% | $5,439-65.3% |
| Admin fee / account holder | $503 | $3,055-83.5% | $2,320-78.3% | $10,886-95.4% |