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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 | $46,631 | $81,208-42.6% | $98,920-52.9% | $79,852-41.6% |
| Participation rate | 83.3% | 72.5%+10.8pp | 76.0%+7.3pp | 69.6%+13.7pp |
| Annual return | 15.59% | 60.99%-45.4pp | 196.47%-180.9pp | 31.72%-16.1pp |
| Employer contribution / active EE | $1,440 | $1,960-26.5% | $2,689-46.5% | $2,471-41.7% |
| Participant deferral / active EE | $3,075 | $3,265-5.8% | $4,245-27.6% | $3,740-17.8% |
| Admin fee / account holder | $2,698 | $6,013-55.1% | $6,643-59.4% | $5,306-49.2% |