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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 | $39,528 | $111,830-64.7% | $93,696-57.8% | $145,884-72.9% |
| Participation rate | 77.8% | 74.2%+3.6pp | 68.7%+9.1pp | 80.3%-2.5pp |
| Annual return | 10.31% | 204.08%-193.8pp | 133.74%-123.4pp | 551.85%-541.5pp |
| Employer contribution / active EE | $1,119 | $3,093-63.8% | $2,422-53.8% | $4,662-76.0% |
| Participant deferral / active EE | $2,287 | $4,920-53.5% | $4,417-48.2% | $6,690-65.8% |
| Admin fee / account holder | $10,494 | $10,249+2.4% | $8,287+26.6% | $13,392-21.6% |