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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 | $41,598 | $91,559-54.6% | $133,971-69.0% | $79,852-47.9% |
| Participation rate | 85.1% | 73.3%+11.7pp | 79.8%+5.2pp | 69.6%+15.4pp |
| Annual return | 11.67% | 61.85%-50.2pp | 45.09%-33.4pp | 31.72%-20.0pp |
| Employer contribution / active EE | $2,046 | $2,384-14.2% | $3,919-47.8% | $2,471-17.2% |
| Participant deferral / active EE | $2,330 | $3,734-37.6% | $5,047-53.8% | $3,740-37.7% |
| Admin fee / account holder | $1,464 | $6,321-76.8% | $8,929-83.6% | $5,306-72.4% |