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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 | $28,272 | $89,259-68.3% | $107,187-73.6% | $82,637-65.8% |
| Participation rate | 94.7% | 67.9%+26.8pp | 75.0%+19.7pp | 68.1%+26.7pp |
| Annual return | 14.65% | 21.02%-6.4pp | 204.55%-189.9pp | 53.51%-38.9pp |
| Employer contribution / active EE | $1,871 | $3,080-39.2% | $3,782-50.5% | $2,552-26.7% |
| Participant deferral / active EE | $2,202 | $4,037-45.5% | $5,096-56.8% | $4,126-46.6% |
| Admin fee / account holder | $1,062 | $7,381-85.6% | $9,162-88.4% | $7,339-85.5% |