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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 | $30,076 | $48,011-37.4% | $63,803-52.9% | $82,637-63.6% |
| Participation rate | 94.0% | 66.6%+27.5pp | 72.7%+21.3pp | 68.1%+26.0pp |
| Annual return | 18.89% | 19.84%-1.0pp | 543.72%-524.8pp | 53.51%-34.6pp |
| Employer contribution / active EE | $3,430 | $1,904+80.2% | $2,532+35.5% | $2,552+34.4% |
| Participant deferral / active EE | $4,655 | $2,846+63.5% | $3,843+21.1% | $4,126+12.8% |
| Admin fee / account holder | $1,297 | $3,873-66.5% | $5,196-75.0% | $7,339-82.3% |