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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 | $30,155 | $77,901-61.3% | $149,717-79.9% | $75,181-59.9% |
| Participation rate | 94.1% | 65.6%+28.5pp | 78.8%+15.3pp | 67.2%+26.9pp |
| Annual return | 15.06% | 31.73%-16.7pp | 134.41%-119.4pp | 160.69%-145.6pp |
| Employer contribution / active EE | $2,219 | $3,137-29.3% | $4,820-54.0% | $2,671-16.9% |
| Participant deferral / active EE | $5,306 | $3,411+55.6% | $5,682-6.6% | $4,126+28.6% |
| Admin fee / account holder | $1,751 | $5,949-70.6% | $13,213-86.7% | $5,650-69.0% |