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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 | $41,898 | $97,125-56.9% | $86,233-51.4% | $137,256-69.5% |
| Participation rate | 92.9% | 74.2%+18.7pp | 69.0%+23.8pp | 80.0%+12.9pp |
| Annual return | 11.04% | 74.19%-63.1pp | 61.39%-50.3pp | 220.34%-209.3pp |
| Employer contribution / active EE | $2,143 | $2,841-24.6% | $2,504-14.4% | $4,156-48.4% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,559-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,260 | $9,725-76.8% | $8,342-72.9% | $12,270-81.6% |