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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 | $102,422-61.8% | $147,117-73.4% | $80,959-51.7% |
| Participation rate | 97.9% | 75.9%+22.0pp | 82.2%+15.7pp | 67.7%+30.2pp |
| Annual return | 12.70% | 135.16%-122.5pp | 420.54%-407.8pp | 35.67%-23.0pp |
| Employer contribution / active EE | $2,579 | $3,717-30.6% | $4,932-47.7% | $2,757-6.4% |
| Participant deferral / active EE | $5,993 | $6,652-9.9% | $8,065-25.7% | $4,300+39.4% |
| Admin fee / account holder | $2,105 | $7,953-73.5% | $12,993-83.8% | $6,925-69.6% |