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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 | $29,122 | $47,479-38.7% | $62,929-53.7% | $82,448-64.7% |
| Participation rate | 70.0% | 66.9%+3.1pp | 73.1%-3.1pp | 68.1%+1.9pp |
| Annual return | 21.62% | 20.34%+1.3pp | 1063.93%-1042.3pp | 41.64%-20.0pp |
| Employer contribution / active EE | $1,709 | $1,885-9.4% | $2,505-31.8% | $2,551-33.0% |
| Participant deferral / active EE | $6,846 | $2,870+138.5% | $3,888+76.1% | $4,139+65.4% |
| Admin fee / account holder | $2,107 | $3,804-44.6% | $5,065-58.4% | $7,234-70.9% |