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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 | $39,685 | $63,354-37.4% | $94,105-57.8% | $82,637-52.0% |
| Participation rate | 91.2% | 63.8%+27.4pp | 71.9%+19.2pp | 68.1%+23.1pp |
| Annual return | 21.79% | 34.36%-12.6pp | 204.55%-182.8pp | 53.51%-31.7pp |
| Employer contribution / active EE | $1,886 | $1,760+7.2% | $2,504-24.7% | $2,552-26.1% |
| Participant deferral / active EE | $4,998 | $2,873+73.9% | $3,881+28.8% | $4,126+21.1% |
| Admin fee / account holder | $812 | $5,073-84.0% | $6,199-86.9% | $7,339-88.9% |