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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 | $47,660 | $51,638-7.7% | $68,368-30.3% | $82,448-42.2% |
| Participation rate | 76.2% | 63.6%+12.6pp | 73.8%+2.4pp | 68.1%+8.1pp |
| Annual return | 18.52% | 37.53%-19.0pp | 292.57%-274.1pp | 41.64%-23.1pp |
| Employer contribution / active EE | $1,243 | $2,047-39.3% | $2,649-53.1% | $2,551-51.3% |
| Participant deferral / active EE | $1,924 | $2,914-34.0% | $4,123-53.3% | $4,139-53.5% |
| Admin fee / account holder | $2,298 | $4,643-50.5% | $5,150-55.4% | $7,234-68.2% |