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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 | $42,494 | $53,128-20.0% | $86,582-50.9% | $70,126-39.4% |
| Participation rate | 78.8% | 65.3%+13.5pp | 73.5%+5.2pp | 69.5%+9.2pp |
| Annual return | 14.92% | 27.66%-12.7pp | 965.08%-950.2pp | 73.15%-58.2pp |
| Employer contribution / active EE | $5,198 | $2,068+151.3% | $2,839+83.1% | $2,343+121.9% |
| Participant deferral / active EE | $1,022 | $2,695-62.1% | $3,609-71.7% | $3,332-69.3% |
| Admin fee / account holder | $1,034 | $3,584-71.2% | $4,904-78.9% | $4,645-77.7% |