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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 | $57,674 | $118,877-51.5% | $96,570-40.3% | $167,536-65.6% |
| Participation rate | 94.1% | 75.5%+18.6pp | 69.8%+24.3pp | 82.1%+12.0pp |
| Annual return | 12.52% | 50.50%-38.0pp | 37.79%-25.3pp | 478.82%-466.3pp |
| Employer contribution / active EE | $2,064 | $3,121-33.8% | $2,357-12.4% | $4,839-57.3% |
| Participant deferral / active EE | $3,970 | $4,617-14.0% | $3,849+3.1% | $6,342-37.4% |
| Admin fee / account holder | $345 | $8,069-95.7% | $6,182-94.4% | $12,315-97.2% |