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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 | $61,765 | $88,672-30.3% | $105,223-41.3% | $82,448-25.1% |
| Participation rate | 96.2% | 67.9%+28.2pp | 75.0%+21.1pp | 68.1%+28.1pp |
| Annual return | 17.50% | 30.86%-13.4pp | 180.65%-163.2pp | 41.64%-24.1pp |
| Employer contribution / active EE | $1,241 | $3,048-59.3% | $3,689-66.4% | $2,551-51.4% |
| Participant deferral / active EE | $5,523 | $4,036+36.8% | $5,072+8.9% | $4,139+33.4% |
| Admin fee / account holder | $579 | $7,146-91.9% | $8,859-93.5% | $7,234-92.0% |