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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 | $61,787-27.4% | $97,197-53.9% | $80,925-44.6% |
| Participation rate | 75.4% | 63.5%+12.0pp | 72.7%+2.7pp | 67.7%+7.8pp |
| Annual return | 13.12% | -558.16%+571.3pp | 75.47%-62.4pp | 35.65%-22.5pp |
| Employer contribution / active EE | $2,009 | $1,836+9.4% | $2,723-26.2% | $2,756-27.1% |
| Participant deferral / active EE | $3,317 | $3,027+9.6% | $4,263-22.2% | $4,299-22.8% |
| Admin fee / account holder | $1,576 | $5,170-69.5% | $5,637-72.0% | $6,940-77.3% |