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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 | $51,638-35.8% | $68,368-51.5% | $82,448-59.8% |
| Participation rate | 90.3% | 63.6%+26.7pp | 73.8%+16.6pp | 68.1%+22.3pp |
| Annual return | 14.11% | 37.53%-23.4pp | 292.57%-278.5pp | 41.64%-27.5pp |
| Employer contribution / active EE | $2,282 | $2,047+11.5% | $2,649-13.8% | $2,551-10.5% |
| Participant deferral / active EE | $1,043 | $2,914-64.2% | $4,123-74.7% | $4,139-74.8% |
| Admin fee / account holder | $495 | $4,643-89.3% | $5,150-90.4% | $7,234-93.2% |