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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 | $44,852 | $61,789-27.4% | $97,167-53.8% | $80,874-44.5% |
| Participation rate | 75.4% | 63.5%+12.0pp | 72.7%+2.8pp | 67.6%+7.8pp |
| Annual return | 13.12% | -557.90%+571.0pp | 75.27%-62.1pp | 35.62%-22.5pp |
| Employer contribution / active EE | $2,009 | $1,837+9.4% | $2,729-26.4% | $2,756-27.1% |
| Participant deferral / active EE | $3,317 | $3,028+9.5% | $4,264-22.2% | $4,297-22.8% |
| Admin fee / account holder | $1,576 | $5,168-69.5% | $5,650-72.1% | $6,935-77.3% |