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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 | $39,079 | $103,038-62.1% | $90,324-56.7% | $152,909-74.4% |
| Participation rate | 86.7% | 75.9%+10.8pp | 73.3%+13.4pp | 82.5%+4.2pp |
| Annual return | 35.75% | 95.25%-59.5pp | 78.15%-42.4pp | 345.46%-309.7pp |
| Employer contribution / active EE | $1,847 | $3,141-41.2% | $2,856-35.3% | $4,764-61.2% |
| Participant deferral / active EE | $2,470 | $4,282-42.3% | $3,885-36.4% | $5,851-57.8% |
| Admin fee / account holder | $428 | $6,177-93.1% | $5,356-92.0% | $11,601-96.3% |