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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 | $39,122 | $102,429-61.8% | $147,096-73.4% | $80,925-51.7% |
| Participation rate | 97.9% | 75.9%+22.0pp | 82.2%+15.7pp | 67.7%+30.2pp |
| Annual return | 12.70% | 135.02%-122.3pp | 419.75%-407.0pp | 35.65%-22.9pp |
| Employer contribution / active EE | $2,579 | $3,716-30.6% | $4,936-47.7% | $2,756-6.4% |
| Participant deferral / active EE | $5,993 | $6,649-9.9% | $8,071-25.7% | $4,299+39.4% |
| Admin fee / account holder | $2,105 | $7,957-73.5% | $13,005-83.8% | $6,940-69.7% |