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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 | $51,638-32.9% | $68,368-49.3% | $82,448-58.0% |
| Participation rate | 90.7% | 63.6%+27.1pp | 73.8%+16.9pp | 68.1%+22.6pp |
| Annual return | 18.38% | 37.53%-19.2pp | 292.57%-274.2pp | 41.64%-23.3pp |
| Employer contribution / active EE | $2,284 | $2,047+11.6% | $2,649-13.8% | $2,551-10.5% |
| Participant deferral / active EE | $4,004 | $2,914+37.4% | $4,123-2.9% | $4,139-3.3% |
| Admin fee / account holder | $1,208 | $4,643-74.0% | $5,150-76.5% | $7,234-83.3% |