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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 | $32,499 | $56,060-42.0% | $76,002-57.2% | $80,874-59.8% |
| Participation rate | 77.8% | 62.0%+15.7pp | 69.1%+8.7pp | 67.6%+10.1pp |
| Annual return | 11.86% | 20.54%-8.7pp | 360.07%-348.2pp | 35.62%-23.8pp |
| Employer contribution / active EE | $2,602 | $1,873+38.9% | $2,688-3.2% | $2,756-5.6% |
| Participant deferral / active EE | $4,927 | $3,051+61.5% | $4,257+15.8% | $4,297+14.7% |
| Admin fee / account holder | $642 | $5,237-87.7% | $6,414-90.0% | $6,935-90.7% |