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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 | $54,696 | $95,383-42.7% | $185,837-70.6% | $85,856-36.3% |
| Participation rate | 98.3% | 68.8%+29.6pp | 81.7%+16.6pp | 69.3%+29.0pp |
| Annual return | 17.16% | 23.59%-6.4pp | 122.08%-104.9pp | 318.58%-301.4pp |
| Employer contribution / active EE | $1,882 | $3,313-43.2% | $5,168-63.6% | $2,565-26.6% |
| Participant deferral / active EE | $3,515 | $3,423+2.7% | $5,568-36.9% | $3,952-11.1% |
| Admin fee / account holder | $1,884 | $7,213-73.9% | $16,241-88.4% | $6,261-69.9% |