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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 | $36,621 | $48,011-23.7% | $63,803-42.6% | $82,637-55.7% |
| Participation rate | 75.5% | 66.6%+8.9pp | 72.7%+2.8pp | 68.1%+7.4pp |
| Annual return | 16.04% | 19.84%-3.8pp | 543.72%-527.7pp | 53.51%-37.5pp |
| Employer contribution / active EE | $868 | $1,904-54.4% | $2,532-65.7% | $2,552-66.0% |
| Participant deferral / active EE | $2,776 | $2,846-2.5% | $3,843-27.8% | $4,126-32.7% |
| Admin fee / account holder | $6,465 | $3,873+66.9% | $5,196+24.4% | $7,339-11.9% |