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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 | $37,542 | $43,730-14.2% | $121,220-69.0% | $64,173-41.5% |
| Participation rate | 98.7% | 58.3%+40.4pp | 71.8%+26.9pp | 69.6%+29.1pp |
| Annual return | 9.32% | 68.94%-59.6pp | 16.94%-7.6pp | 7.63%+1.7pp |
| Employer contribution / active EE | $1,451 | $1,297+11.9% | $4,023-63.9% | $2,381-39.1% |
| Participant deferral / active EE | $1,422 | $2,281-37.6% | $3,345-57.5% | $3,470-59.0% |
| Admin fee / account holder | $1,943 | $3,502-44.5% | $5,021-61.3% | $4,887-60.2% |