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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 | $44,588 | $58,258-23.5% | $81,820-45.5% | $80,925-44.9% |
| Participation rate | 96.2% | 63.5%+32.7pp | 72.4%+23.8pp | 67.7%+28.5pp |
| Annual return | 13.91% | 41.76%-27.9pp | 777.93%-764.0pp | 35.65%-21.7pp |
| Employer contribution / active EE | $2,377 | $2,345+1.3% | $2,915-18.5% | $2,756-13.8% |
| Participant deferral / active EE | $2,348 | $3,284-28.5% | $4,323-45.7% | $4,299-45.4% |
| Admin fee / account holder | $720 | $4,976-85.5% | $7,391-90.3% | $6,940-89.6% |