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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 | $56,841 | $88,672-35.9% | $105,223-46.0% | $82,448-31.1% |
| Participation rate | 88.9% | 67.9%+21.0pp | 75.0%+13.8pp | 68.1%+20.8pp |
| Annual return | 13.58% | 30.86%-17.3pp | 180.65%-167.1pp | 41.64%-28.1pp |
| Employer contribution / active EE | $2,033 | $3,048-33.3% | $3,689-44.9% | $2,551-20.3% |
| Participant deferral / active EE | $4,050 | $4,036+0.3% | $5,072-20.1% | $4,139-2.2% |
| Admin fee / account holder | $2,824 | $7,146-60.5% | $8,859-68.1% | $7,234-61.0% |