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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 | $35,654 | $91,179-60.9% | $178,499-80.0% | $79,852-55.3% |
| Participation rate | 97.3% | 69.2%+28.1pp | 81.9%+15.4pp | 69.6%+27.7pp |
| Annual return | 10.60% | 24.19%-13.6pp | 151.10%-140.5pp | 31.72%-21.1pp |
| Employer contribution / active EE | $2,192 | $3,256-32.7% | $5,011-56.3% | $2,471-11.3% |
| Participant deferral / active EE | $2,098 | $3,236-35.2% | $5,202-59.7% | $3,740-43.9% |
| Admin fee / account holder | $6,737 | $6,749-0.2% | $13,986-51.8% | $5,306+27.0% |