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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 | $42,155 | $48,011-12.2% | $63,803-33.9% | $82,637-49.0% |
| Participation rate | 88.9% | 66.6%+22.3pp | 72.7%+16.2pp | 68.1%+20.8pp |
| Annual return | 21.62% | 19.84%+1.8pp | 543.72%-522.1pp | 53.51%-31.9pp |
| Employer contribution / active EE | $3,351 | $1,904+76.0% | $2,532+32.3% | $2,552+31.3% |
| Participant deferral / active EE | $5,000 | $2,846+75.6% | $3,843+30.1% | $4,126+21.2% |
| Admin fee / account holder | $1,214 | $3,873-68.7% | $5,196-76.6% | $7,339-83.5% |