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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 | $51,315 | $85,171-39.8% | $172,753-70.3% | $72,976-29.7% |
| Participation rate | 95.5% | 70.1%+25.4pp | 82.6%+12.8pp | 69.5%+26.0pp |
| Annual return | 18.87% | 27.32%-8.5pp | 803.00%-784.1pp | 81.02%-62.1pp |
| Employer contribution / active EE | $2,920 | $3,324-12.1% | $5,144-43.2% | $2,440+19.7% |
| Participant deferral / active EE | $1,789 | $3,260-45.1% | $5,198-65.6% | $3,608-50.4% |
| Admin fee / account holder | $9,257 | $5,880+57.4% | $13,956-33.7% | $5,124+80.7% |