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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 | $46,663 | $47,479-1.7% | $62,929-25.8% | $82,448-43.4% |
| Participation rate | 70.6% | 66.9%+3.7pp | 73.1%-2.5pp | 68.1%+2.5pp |
| Annual return | 15.73% | 20.34%-4.6pp | 1063.93%-1048.2pp | 41.64%-25.9pp |
| Employer contribution / active EE | $2,287 | $1,885+21.3% | $2,505-8.7% | $2,551-10.4% |
| Participant deferral / active EE | $4,008 | $2,870+39.6% | $3,888+3.1% | $4,139-3.2% |
| Admin fee / account holder | $6,874 | $3,804+80.7% | $5,065+35.7% | $7,234-5.0% |