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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 | $45,662 | $46,596-2.0% | $64,099-28.8% | $75,181-39.3% |
| Participation rate | 73.7% | 65.9%+7.8pp | 72.3%+1.4pp | 67.2%+6.5pp |
| Annual return | 121.30% | 26.04%+95.3pp | 33.70%+87.6pp | 160.69%-39.4pp |
| Employer contribution / active EE | $901 | $1,975-54.4% | $2,748-67.2% | $2,671-66.3% |
| Participant deferral / active EE | $1,654 | $2,837-41.7% | $3,881-57.4% | $4,126-59.9% |
| Admin fee / account holder | $391 | $2,954-86.8% | $3,070-87.3% | $5,650-93.1% |