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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 | $95,004 | $51,184+85.6% | $66,439+43.0% | $86,983+9.2% |
| Participation rate | 97.3% | 68.5%+28.8pp | 74.5%+22.8pp | 69.5%+27.8pp |
| Annual return | 10.56% | 17.07%-6.5pp | 757.66%-747.1pp | 25.83%-15.3pp |
| Employer contribution / active EE | $935 | $2,023-53.8% | $2,637-64.5% | $2,584-63.8% |
| Participant deferral / active EE | $3,469 | $2,927+18.5% | $3,876-10.5% | $4,194-17.3% |
| Admin fee / account holder | $1,168 | $4,154-71.9% | $6,173-81.1% | $7,856-85.1% |