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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 | $33,155 | $51,638-35.8% | $68,368-51.5% | $82,448-59.8% |
| Participation rate | 93.5% | 63.6%+29.9pp | 73.8%+19.8pp | 68.1%+25.5pp |
| Annual return | 15.71% | 37.53%-21.8pp | 292.57%-276.9pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,941 | $2,047-5.2% | $2,649-26.7% | $2,551-23.9% |
| Participant deferral / active EE | $2,799 | $2,914-3.9% | $4,123-32.1% | $4,139-32.4% |
| Admin fee / account holder | $609 | $4,643-86.9% | $5,150-88.2% | $7,234-91.6% |