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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 | $36,236 | $51,184-29.2% | $66,439-45.5% | $86,983-58.3% |
| Participation rate | 94.7% | 68.5%+26.3pp | 74.5%+20.2pp | 69.5%+25.2pp |
| Annual return | 10.94% | 17.07%-6.1pp | 757.66%-746.7pp | 25.83%-14.9pp |
| Employer contribution / active EE | $2,007 | $2,023-0.8% | $2,637-23.9% | $2,584-22.3% |
| Participant deferral / active EE | $3,088 | $2,927+5.5% | $3,876-20.3% | $4,194-26.4% |
| Admin fee / account holder | $1,750 | $4,154-57.9% | $6,173-71.7% | $7,856-77.7% |