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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 | $32,064 | $95,406-66.4% | $185,849-82.7% | $85,847-62.6% |
| Participation rate | 97.2% | 68.8%+28.5pp | 81.7%+15.5pp | 69.3%+27.9pp |
| Annual return | 16.41% | 23.59%-7.2pp | 122.10%-105.7pp | 318.61%-302.2pp |
| Employer contribution / active EE | $3,187 | $3,314-3.8% | $5,169-38.3% | $2,565+24.2% |
| Participant deferral / active EE | $2,711 | $3,424-20.8% | $5,569-51.3% | $3,952-31.4% |
| Admin fee / account holder | $1,058 | $7,214-85.3% | $16,244-93.5% | $6,261-83.1% |