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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 | $40,716 | $89,259-54.4% | $107,187-62.0% | $82,637-50.7% |
| Participation rate | 90.0% | 67.9%+22.1pp | 75.0%+15.0pp | 68.1%+21.9pp |
| Annual return | 16.93% | 21.02%-4.1pp | 204.55%-187.6pp | 53.51%-36.6pp |
| Employer contribution / active EE | $1,636 | $3,080-46.9% | $3,782-56.7% | $2,552-35.9% |
| Participant deferral / active EE | $4,488 | $4,037+11.2% | $5,096-11.9% | $4,126+8.8% |
| Admin fee / account holder | $6,526 | $7,381-11.6% | $9,162-28.8% | $7,339-11.1% |