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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 | $30,411 | $110,410-72.5% | $102,437-70.3% | $145,897-79.2% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 9.46% | 24.85%-15.4pp | 24.95%-15.5pp | 552.29%-542.8pp |
| Employer contribution / active EE | $1,721 | $4,217-59.2% | $3,871-55.5% | $4,663-63.1% |
| Participant deferral / active EE | $8,181 | $5,622+45.5% | $5,060+61.7% | $6,689+22.3% |
| Admin fee / account holder | $1,637 | $9,745-83.2% | $8,388-80.5% | $13,390-87.8% |