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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 | $49,976-33.6% | $66,674-50.2% | $82,637-59.9% |
| Participation rate | 90.3% | 63.1%+27.2pp | 73.7%+16.6pp | 68.1%+22.3pp |
| Annual return | 14.11% | 39.09%-25.0pp | 321.24%-307.1pp | 53.51%-39.4pp |
| Employer contribution / active EE | $2,282 | $1,988+14.8% | $2,620-12.9% | $2,552-10.6% |
| Participant deferral / active EE | $1,043 | $2,847-63.3% | $4,084-74.5% | $4,126-74.7% |
| Admin fee / account holder | $495 | $4,594-89.2% | $5,098-90.3% | $7,339-93.3% |