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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 | $34,636 | $61,125-43.3% | $94,057-63.2% | $87,485-60.4% |
| Participation rate | 90.7% | 64.1%+26.6pp | 73.3%+17.3pp | 68.9%+21.7pp |
| Annual return | 18.38% | 35.20%-16.8pp | 480.62%-462.2pp | 26.06%-7.7pp |
| Employer contribution / active EE | $2,284 | $2,136+6.9% | $2,933-22.1% | $2,596-12.0% |
| Participant deferral / active EE | $4,004 | $3,260+22.8% | $4,709-15.0% | $4,274-6.3% |
| Admin fee / account holder | $1,208 | $5,629-78.5% | $7,244-83.3% | $7,775-84.5% |