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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 | $47,479-35.8% | $62,929-51.6% | $82,448-63.1% |
| Participation rate | 86.8% | 66.9%+20.0pp | 73.1%+13.7pp | 68.1%+18.8pp |
| Annual return | 14.20% | 20.34%-6.1pp | 1063.93%-1049.7pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,226 | $1,885-35.0% | $2,505-51.1% | $2,551-51.9% |
| Participant deferral / active EE | $3,491 | $2,870+21.6% | $3,888-10.2% | $4,139-15.7% |
| Admin fee / account holder | $3,337 | $3,804-12.3% | $5,065-34.1% | $7,234-53.9% |