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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 | $30,977 | $51,184-39.5% | $66,439-53.4% | $86,983-64.4% |
| Participation rate | 98.1% | 68.5%+29.6pp | 74.5%+23.6pp | 69.5%+28.6pp |
| Annual return | 15.53% | 17.07%-1.5pp | 757.66%-742.1pp | 25.83%-10.3pp |
| Employer contribution / active EE | $2,816 | $2,023+39.2% | $2,637+6.8% | $2,584+9.0% |
| Participant deferral / active EE | $3,135 | $2,927+7.1% | $3,876-19.1% | $4,194-25.3% |
| Admin fee / account holder | $4,150 | $4,154-0.1% | $6,173-32.8% | $7,856-47.2% |