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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 | $20,989 | $51,638-59.4% | $68,368-69.3% | $82,448-74.5% |
| Participation rate | 96.4% | 63.6%+32.8pp | 73.8%+22.7pp | 68.1%+28.4pp |
| Annual return | 14.85% | 37.53%-22.7pp | 292.57%-277.7pp | 41.64%-26.8pp |
| Employer contribution / active EE | $2,587 | $2,047+26.4% | $2,649-2.4% | $2,551+1.4% |
| Participant deferral / active EE | $3,944 | $2,914+35.4% | $4,123-4.3% | $4,139-4.7% |
| Admin fee / account holder | $1,610 | $4,643-65.3% | $5,150-68.7% | $7,234-77.7% |