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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 | $40,968 | $48,277-15.1% | $67,511-39.3% | $80,874-49.3% |
| Participation rate | 75.7% | 66.4%+9.3pp | 72.9%+2.8pp | 67.6%+8.0pp |
| Annual return | 20.72% | 18.27%+2.5pp | 3517.41%-3496.7pp | 35.62%-14.9pp |
| Employer contribution / active EE | $757 | $2,021-62.5% | $2,733-72.3% | $2,756-72.5% |
| Participant deferral / active EE | $4,351 | $2,926+48.7% | $4,000+8.8% | $4,297+1.3% |
| Admin fee / account holder | $5,672 | $3,687+53.8% | $3,999+41.8% | $6,935-18.2% |