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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 | $33,543 | $111,878-70.0% | $93,727-64.2% | $145,897-77.0% |
| Participation rate | 94.7% | 74.2%+20.5pp | 68.7%+26.0pp | 80.3%+14.4pp |
| Annual return | 15.14% | 204.28%-189.1pp | 133.83%-118.7pp | 552.29%-537.2pp |
| Employer contribution / active EE | $2,732 | $3,092-11.7% | $2,421+12.8% | $4,663-41.4% |
| Participant deferral / active EE | $8,401 | $4,920+70.7% | $4,417+90.2% | $6,689+25.6% |
| Admin fee / account holder | $715 | $10,256-93.0% | $8,292-91.4% | $13,390-94.7% |