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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 | $30,464 | $48,011-36.5% | $63,803-52.3% | $82,637-63.1% |
| Participation rate | 86.8% | 66.6%+20.3pp | 72.7%+14.1pp | 68.1%+18.8pp |
| Annual return | 14.20% | 19.84%-5.6pp | 543.72%-529.5pp | 53.51%-39.3pp |
| Employer contribution / active EE | $1,226 | $1,904-35.6% | $2,532-51.6% | $2,552-52.0% |
| Participant deferral / active EE | $3,491 | $2,846+22.7% | $3,843-9.2% | $4,126-15.4% |
| Admin fee / account holder | $3,337 | $3,873-13.8% | $5,196-35.8% | $7,339-54.5% |