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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 | $30,102 | $118,877-74.7% | $96,570-68.8% | $167,536-82.0% |
| Participation rate | 92.3% | 75.5%+16.8pp | 69.8%+22.5pp | 82.1%+10.2pp |
| Annual return | 9.65% | 50.50%-40.9pp | 37.79%-28.1pp | 478.82%-469.2pp |
| Employer contribution / active EE | $902 | $3,121-71.1% | $2,357-61.7% | $4,839-81.4% |
| Participant deferral / active EE | $2,352 | $4,617-49.0% | $3,849-38.9% | $6,342-62.9% |
| Admin fee / account holder | $1,035 | $8,069-87.2% | $6,182-83.3% | $12,315-91.6% |