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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 | $28,940 | $48,011-39.7% | $63,803-54.6% | $82,637-65.0% |
| Participation rate | 96.2% | 66.6%+29.6pp | 72.7%+23.5pp | 68.1%+28.1pp |
| Annual return | 16.17% | 19.84%-3.7pp | 543.72%-527.6pp | 53.51%-37.3pp |
| Employer contribution / active EE | $1,751 | $1,904-8.0% | $2,532-30.8% | $2,552-31.4% |
| Participant deferral / active EE | $3,855 | $2,846+35.4% | $3,843+0.3% | $4,126-6.6% |
| Admin fee / account holder | $378 | $3,873-90.2% | $5,196-92.7% | $7,339-94.8% |