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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 | $29,198 | $58,311-49.9% | $81,882-64.3% | $80,959-63.9% |
| Participation rate | 83.6% | 63.5%+20.2pp | 72.4%+11.2pp | 67.7%+16.0pp |
| Annual return | 16.65% | 41.85%-25.2pp | 779.47%-762.8pp | 35.67%-19.0pp |
| Employer contribution / active EE | $2,861 | $2,347+21.9% | $2,916-1.9% | $2,757+3.8% |
| Participant deferral / active EE | $4,157 | $3,287+26.5% | $4,323-3.8% | $4,300-3.3% |
| Admin fee / account holder | $1,170 | $4,752-75.4% | $7,360-84.1% | $6,925-83.1% |