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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 | $21,121 | $51,638-59.1% | $68,368-69.1% | $82,448-74.4% |
| Participation rate | 72.2% | 63.6%+8.6pp | 73.8%-1.5pp | 68.1%+4.2pp |
| Annual return | 29.47% | 37.53%-8.1pp | 292.57%-263.1pp | 41.64%-12.2pp |
| Employer contribution / active EE | $2,313 | $2,047+13.0% | $2,649-12.7% | $2,551-9.3% |
| Participant deferral / active EE | $4,325 | $2,914+48.4% | $4,123+4.9% | $4,139+4.5% |
| Admin fee / account holder | $2,271 | $4,643-51.1% | $5,150-55.9% | $7,234-68.6% |