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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 | $38,093 | $93,346-59.2% | $71,796-46.9% | $273,972-86.1% |
| Participation rate | 91.3% | 76.5%+14.8pp | 69.1%+22.2pp | 83.0%+8.3pp |
| Annual return | 11.02% | 130.39%-119.4pp | 78.04%-67.0pp | 41.46%-30.4pp |
| Employer contribution / active EE | $3,392 | $2,733+24.1% | $1,924+76.3% | $4,869-30.3% |
| Participant deferral / active EE | $5,786 | $3,475+66.5% | $2,794+107.0% | $5,287+9.4% |
| Admin fee / account holder | $727 | $6,571-88.9% | $4,815-84.9% | $10,133-92.8% |