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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 | $47,068 | $71,230-33.9% | $93,727-49.8% | $80,959-41.9% |
| Participation rate | 79.3% | 60.4%+18.9pp | 68.7%+10.6pp | 67.7%+11.6pp |
| Annual return | 10.02% | 11.26%-1.2pp | 133.83%-123.8pp | 35.67%-25.7pp |
| Employer contribution / active EE | $4,285 | $1,565+173.7% | $2,421+77.0% | $2,757+55.4% |
| Participant deferral / active EE | $1,985 | $4,037-50.8% | $4,417-55.1% | $4,300-53.8% |
| Admin fee / account holder | $5,521 | $6,961-20.7% | $8,292-33.4% | $6,925-20.3% |