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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 | $29,601 | $48,011-38.3% | $63,803-53.6% | $82,637-64.2% |
| Participation rate | 97.1% | 66.6%+30.6pp | 72.7%+24.4pp | 68.1%+29.1pp |
| Annual return | 26.81% | 19.84%+7.0pp | 543.72%-516.9pp | 53.51%-26.7pp |
| Employer contribution / active EE | $1,120 | $1,904-41.2% | $2,532-55.8% | $2,552-56.1% |
| Participant deferral / active EE | $3,869 | $2,846+35.9% | $3,843+0.7% | $4,126-6.2% |
| Admin fee / account holder | $1,721 | $3,873-55.6% | $5,196-66.9% | $7,339-76.5% |