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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 | $43,492 | $111,301-60.9% | $112,977-61.5% | $158,966-72.6% |
| Participation rate | 94.1% | 83.5%+10.6pp | 82.6%+11.6pp | 82.0%+12.2pp |
| Annual return | 15.53% | 26.40%-10.9pp | 24.24%-8.7pp | 302.95%-287.4pp |
| Employer contribution / active EE | $2,596 | $4,471-41.9% | $4,255-39.0% | $4,762-45.5% |
| Participant deferral / active EE | $3,744 | $5,880-36.3% | $5,836-35.8% | $5,983-37.4% |
| Admin fee / account holder | $906 | $8,392-89.2% | $6,294-85.6% | $11,250-91.9% |