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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 | $22,938 | $48,327-52.5% | $67,575-66.1% | $80,935-71.7% |
| Participation rate | 75.0% | 66.4%+8.6pp | 72.9%+2.1pp | 67.7%+7.3pp |
| Annual return | 20.96% | 18.31%+2.7pp | 3528.98%-3508.0pp | 35.66%-14.7pp |
| Employer contribution / active EE | $482 | $2,022-76.2% | $2,736-82.4% | $2,757-82.5% |
| Participant deferral / active EE | $2,632 | $2,927-10.1% | $4,003-34.2% | $4,299-38.8% |
| Admin fee / account holder | $2,223 | $3,692-39.8% | $3,993-44.3% | $6,924-67.9% |