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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 | $88,672-67.5% | $105,223-72.6% | $82,448-65.1% |
| Participation rate | 90.6% | 67.9%+22.6pp | 75.0%+15.5pp | 68.1%+22.5pp |
| Annual return | 19.59% | 30.86%-11.3pp | 180.65%-161.1pp | 41.64%-22.1pp |
| Employer contribution / active EE | $1,437 | $3,048-52.9% | $3,689-61.0% | $2,551-43.7% |
| Participant deferral / active EE | $2,955 | $4,036-26.8% | $5,072-41.7% | $4,139-28.6% |
| Admin fee / account holder | $1,613 | $7,146-77.4% | $8,859-81.8% | $7,234-77.7% |