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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 | $57,703 | $176,402-67.3% | $134,162-57.0% | $158,966-63.7% |
| Participation rate | 93.3% | 78.7%+14.6pp | 72.2%+21.1pp | 82.0%+11.4pp |
| Annual return | 11.44% | 63.66%-52.2pp | 36.35%-24.9pp | 302.95%-291.5pp |
| Employer contribution / active EE | $1,376 | $5,042-72.7% | $3,705-62.9% | $4,762-71.1% |
| Participant deferral / active EE | $2,703 | $4,093-34.0% | $3,500-22.8% | $5,983-54.8% |
| Admin fee / account holder | $7,621 | $8,719-12.6% | $6,685+14.0% | $11,250-32.3% |