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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 | $28,780 | $96,731-70.2% | $123,973-76.8% | $86,983-66.9% |
| Participation rate | 90.6% | 70.0%+20.5pp | 76.7%+13.9pp | 69.5%+21.0pp |
| Annual return | 19.59% | 17.33%+2.3pp | 388.13%-368.5pp | 25.83%-6.2pp |
| Employer contribution / active EE | $1,437 | $3,297-56.4% | $4,126-65.2% | $2,584-44.4% |
| Participant deferral / active EE | $2,955 | $4,152-28.8% | $5,247-43.7% | $4,194-29.5% |
| Admin fee / account holder | $1,613 | $8,722-81.5% | $11,799-86.3% | $7,856-79.5% |