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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 | $65,034 | $88,672-26.7% | $105,223-38.2% | $82,448-21.1% |
| Participation rate | 86.7% | 67.9%+18.7pp | 75.0%+11.6pp | 68.1%+18.6pp |
| Annual return | 18.92% | 30.86%-11.9pp | 180.65%-161.7pp | 41.64%-22.7pp |
| Employer contribution / active EE | $1,888 | $3,048-38.0% | $3,689-48.8% | $2,551-26.0% |
| Participant deferral / active EE | $3,620 | $4,036-10.3% | $5,072-28.6% | $4,139-12.6% |
| Admin fee / account holder | $3,338 | $7,146-53.3% | $8,859-62.3% | $7,234-53.9% |