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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 | $35,449 | $58,258-39.2% | $81,820-56.7% | $80,925-56.2% |
| Participation rate | 84.8% | 63.5%+21.4pp | 72.4%+12.5pp | 67.7%+17.2pp |
| Annual return | 14.51% | 41.76%-27.3pp | 777.93%-763.4pp | 35.65%-21.1pp |
| Employer contribution / active EE | $1,670 | $2,345-28.8% | $2,915-42.7% | $2,756-39.4% |
| Participant deferral / active EE | $4,813 | $3,284+46.6% | $4,323+11.4% | $4,299+12.0% |
| Admin fee / account holder | $6,057 | $4,976+21.7% | $7,391-18.0% | $6,940-12.7% |