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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 | $31,056 | $51,638-39.9% | $68,368-54.6% | $82,448-62.3% |
| Participation rate | 75.0% | 63.6%+11.4pp | 73.8%+1.2pp | 68.1%+6.9pp |
| Annual return | 15.02% | 37.53%-22.5pp | 292.57%-277.6pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,043 | $2,047-49.0% | $2,649-60.6% | $2,551-59.1% |
| Participant deferral / active EE | $2,574 | $2,914-11.7% | $4,123-37.6% | $4,139-37.8% |
| Admin fee / account holder | $4,370 | $4,643-5.9% | $5,150-15.1% | $7,234-39.6% |