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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 | $18,860 | $63,861-70.5% | $104,625-82.0% | $79,852-76.4% |
| Participation rate | 70.9% | 64.9%+6.0pp | 74.1%-3.2pp | 69.6%+1.3pp |
| Annual return | 18.91% | 21.30%-2.4pp | 340.60%-321.7pp | 31.72%-12.8pp |
| Employer contribution / active EE | $1,541 | $1,588-3.0% | $2,681-42.5% | $2,471-37.6% |
| Participant deferral / active EE | $3,018 | $2,693+12.1% | $3,738-19.2% | $3,740-19.3% |
| Admin fee / account holder | $1,072 | $4,185-74.4% | $6,465-83.4% | $5,306-79.8% |