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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 | $14,101 | $77,638-81.8% | $156,551-91.0% | $62,881-77.6% |
| Participation rate | 90.2% | 71.2%+19.0pp | 84.0%+6.2pp | 69.3%+20.9pp |
| Annual return | 7.65% | 50.33%-42.7pp | 32.23%-24.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $3,805 | $3,444+10.5% | $5,501-30.8% | $2,281+66.8% |
| Participant deferral / active EE | $1,016 | $3,046-66.6% | $4,871-79.1% | $3,203-68.3% |
| Admin fee / account holder | $685 | $5,561-87.7% | $13,028-94.7% | $4,296-84.1% |