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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 | $23,974 | $48,314-50.4% | $67,561-64.5% | $80,925-70.4% |
| Participation rate | 93.8% | 66.4%+27.4pp | 72.9%+20.8pp | 67.7%+26.1pp |
| Annual return | 14.26% | 18.28%-4.0pp | 3525.44%-3511.2pp | 35.65%-21.4pp |
| Employer contribution / active EE | $1,812 | $2,022-10.4% | $2,735-33.7% | $2,756-34.3% |
| Participant deferral / active EE | $3,554 | $2,927+21.4% | $4,003-11.2% | $4,299-17.3% |
| Admin fee / account holder | $421 | $3,690-88.6% | $4,006-89.5% | $6,940-93.9% |