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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 | $39,472 | $48,570-18.7% | $130,660-69.8% | $72,975-45.9% |
| Participation rate | 78.8% | 58.6%+20.2pp | 71.7%+7.0pp | 69.5%+9.3pp |
| Annual return | 17.75% | 38.63%-20.9pp | 1709.29%-1691.5pp | 81.01%-63.3pp |
| Employer contribution / active EE | $733 | $1,334-45.0% | $4,092-82.1% | $2,440-69.9% |
| Participant deferral / active EE | $1,544 | $2,384-35.2% | $3,603-57.2% | $3,608-57.2% |
| Admin fee / account holder | $3,661 | $3,549+3.2% | $5,463-33.0% | $5,124-28.6% |