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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 | $24,943 | $110,410-77.4% | $102,437-75.7% | $145,897-82.9% |
| Participation rate | 84.2% | 77.9%+6.3pp | 74.5%+9.7pp | 80.3%+3.9pp |
| Annual return | 13.06% | 24.85%-11.8pp | 24.95%-11.9pp | 552.29%-539.2pp |
| Employer contribution / active EE | $1,664 | $4,217-60.5% | $3,871-57.0% | $4,663-64.3% |
| Participant deferral / active EE | $3,956 | $5,622-29.6% | $5,060-21.8% | $6,689-40.9% |
| Admin fee / account holder | $1,077 | $9,745-88.9% | $8,388-87.2% | $13,390-92.0% |