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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 | $75,991 | $93,345-18.6% | $119,126-36.2% | $87,485-13.1% |
| Participation rate | 89.1% | 68.7%+20.4pp | 75.8%+13.4pp | 68.9%+20.2pp |
| Annual return | 16.00% | 19.08%-3.1pp | 282.11%-266.1pp | 26.06%-10.1pp |
| Employer contribution / active EE | $1,630 | $3,172-48.6% | $4,034-59.6% | $2,596-37.2% |
| Participant deferral / active EE | $3,346 | $4,099-18.4% | $5,318-37.1% | $4,274-21.7% |
| Admin fee / account holder | $1,343 | $8,039-83.3% | $10,693-87.4% | $7,775-82.7% |