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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 | $54,251 | $53,837+0.8% | $75,714-28.3% | $85,847-36.8% |
| Participation rate | 77.6% | 69.1%+8.6pp | 74.8%+2.8pp | 69.3%+8.3pp |
| Annual return | 28.74% | 24.54%+4.2pp | 104.62%-75.9pp | 318.61%-289.9pp |
| Employer contribution / active EE | $1,128 | $2,017-44.1% | $2,744-58.9% | $2,565-56.0% |
| Participant deferral / active EE | $1,857 | $2,895-35.9% | $3,820-51.4% | $3,952-53.0% |
| Admin fee / account holder | $2,081 | $3,339-37.7% | $3,619-42.5% | $6,261-66.8% |