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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 | $32,331 | $91,179-64.5% | $178,499-81.9% | $79,852-59.5% |
| Participation rate | 96.9% | 69.2%+27.7pp | 81.9%+14.9pp | 69.6%+27.2pp |
| Annual return | 15.17% | 24.19%-9.0pp | 151.10%-135.9pp | 31.72%-16.5pp |
| Employer contribution / active EE | $2,953 | $3,256-9.3% | $5,011-41.1% | $2,471+19.5% |
| Participant deferral / active EE | $2,442 | $3,236-24.5% | $5,202-53.1% | $3,740-34.7% |
| Admin fee / account holder | $1,160 | $6,749-82.8% | $13,986-91.7% | $5,306-78.1% |