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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 | $23,436 | $102,616-77.2% | $81,981-71.4% | $158,931-85.3% |
| Participation rate | 72.2% | 75.5%-3.3pp | 69.3%+3.0pp | 82.0%-9.7pp |
| Annual return | 27.31% | 61.05%-33.7pp | 41.31%-14.0pp | 302.86%-275.5pp |
| Employer contribution / active EE | $987 | $3,240-69.6% | $2,498-60.5% | $4,761-79.3% |
| Participant deferral / active EE | $3,992 | $4,648-14.1% | $3,722+7.2% | $5,982-33.3% |
| Admin fee / account holder | $408 | $8,236-95.1% | $5,664-92.8% | $11,247-96.4% |