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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 | $52,068 | $89,367-41.7% | $141,191-63.1% | $72,975-28.6% |
| Participation rate | 97.9% | 75.1%+22.8pp | 82.5%+15.4pp | 69.5%+28.4pp |
| Annual return | 23.66% | 111.87%-88.2pp | 71.41%-47.7pp | 81.01%-57.3pp |
| Employer contribution / active EE | $1,445 | $3,115-53.6% | $4,736-69.5% | $2,440-40.8% |
| Participant deferral / active EE | $3,852 | $5,419-28.9% | $6,710-42.6% | $3,608+6.8% |
| Admin fee / account holder | $3,133 | $5,957-47.4% | $10,264-69.5% | $5,124-38.9% |