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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 | $33,176 | $61,125-45.7% | $94,057-64.7% | $87,485-62.1% |
| Participation rate | 90.3% | 64.1%+26.3pp | 73.3%+17.0pp | 68.9%+21.4pp |
| Annual return | 14.11% | 35.20%-21.1pp | 480.62%-466.5pp | 26.06%-12.0pp |
| Employer contribution / active EE | $2,282 | $2,136+6.8% | $2,933-22.2% | $2,596-12.1% |
| Participant deferral / active EE | $1,043 | $3,260-68.0% | $4,709-77.8% | $4,274-75.6% |
| Admin fee / account holder | $495 | $5,629-91.2% | $7,244-93.2% | $7,775-93.6% |