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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 | $27,684 | $65,434-57.7% | $98,483-71.9% | $85,847-67.8% |
| Participation rate | 80.3% | 65.0%+15.3pp | 73.3%+6.9pp | 69.3%+11.0pp |
| Annual return | 19.61% | 21.75%-2.1pp | 1494.38%-1474.8pp | 318.61%-299.0pp |
| Employer contribution / active EE | $1,423 | $2,169-34.4% | $2,961-51.9% | $2,565-44.5% |
| Participant deferral / active EE | $4,308 | $3,168+36.0% | $4,276+0.7% | $3,952+9.0% |
| Admin fee / account holder | $2,986 | $4,595-35.0% | $5,953-49.8% | $6,261-52.3% |