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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 | $56,974 | $53,128+7.2% | $86,582-34.2% | $70,126-18.8% |
| Participation rate | 97.8% | 65.3%+32.4pp | 73.5%+24.2pp | 69.5%+28.2pp |
| Annual return | 13.57% | 27.66%-14.1pp | 965.08%-951.5pp | 73.15%-59.6pp |
| Employer contribution / active EE | $403 | $2,068-80.5% | $2,839-85.8% | $2,343-82.8% |
| Participant deferral / active EE | $1,101 | $2,695-59.1% | $3,609-69.5% | $3,332-66.9% |
| Admin fee / account holder | $2,374 | $3,584-33.7% | $4,904-51.6% | $4,645-48.9% |