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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 | $43,809 | $85,171-48.6% | $172,753-74.6% | $72,976-40.0% |
| Participation rate | 86.4% | 70.1%+16.3pp | 82.6%+3.7pp | 69.5%+16.9pp |
| Annual return | 35.37% | 27.32%+8.0pp | 803.00%-767.6pp | 81.02%-45.6pp |
| Employer contribution / active EE | $973 | $3,324-70.7% | $5,144-81.1% | $2,440-60.1% |
| Participant deferral / active EE | $4,065 | $3,260+24.7% | $5,198-21.8% | $3,608+12.7% |
| Admin fee / account holder | $1,249 | $5,880-78.8% | $13,956-91.1% | $5,124-75.6% |