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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 | $50,717 | $51,184-0.9% | $66,439-23.7% | $86,983-41.7% |
| Participation rate | 94.5% | 68.5%+26.1pp | 74.5%+20.1pp | 69.5%+25.0pp |
| Annual return | 10.60% | 17.07%-6.5pp | 757.66%-747.1pp | 25.83%-15.2pp |
| Employer contribution / active EE | $1,510 | $2,023-25.3% | $2,637-42.7% | $2,584-41.6% |
| Participant deferral / active EE | $2,122 | $2,927-27.5% | $3,876-45.2% | $4,194-49.4% |
| Admin fee / account holder | $5,681 | $4,154+36.8% | $6,173-8.0% | $7,856-27.7% |