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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 | $58,126 | $45,050+29.0% | $63,018-7.8% | $70,126-17.1% |
| Participation rate | 97.0% | 69.5%+27.5pp | 74.8%+22.2pp | 69.5%+27.4pp |
| Annual return | 11.69% | 18.76%-7.1pp | 87.62%-75.9pp | 73.15%-61.5pp |
| Employer contribution / active EE | $933 | $2,052-54.5% | $2,761-66.2% | $2,343-60.2% |
| Participant deferral / active EE | $933 | $2,466-62.1% | $3,330-72.0% | $3,332-72.0% |
| Admin fee / account holder | $3,770 | $2,834+33.0% | $3,601+4.7% | $4,645-18.8% |