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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 | $39,905 | $58,311-31.6% | $81,882-51.3% | $80,959-50.7% |
| Participation rate | 75.0% | 63.5%+11.5pp | 72.4%+2.6pp | 67.7%+7.3pp |
| Annual return | 39.38% | 41.85%-2.5pp | 779.47%-740.1pp | 35.67%+3.7pp |
| Employer contribution / active EE | $947 | $2,347-59.7% | $2,916-67.5% | $2,757-65.7% |
| Participant deferral / active EE | $3,731 | $3,287+13.5% | $4,323-13.7% | $4,300-13.2% |
| Admin fee / account holder | $4,611 | $4,752-3.0% | $7,360-37.3% | $6,925-33.4% |