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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 | $29,109 | $95,406-69.5% | $185,849-84.3% | $85,847-66.1% |
| Participation rate | 88.9% | 68.8%+20.1pp | 81.7%+7.2pp | 69.3%+19.6pp |
| Annual return | 24.31% | 23.59%+0.7pp | 122.10%-97.8pp | 318.61%-294.3pp |
| Employer contribution / active EE | $1,569 | $3,314-52.7% | $5,169-69.6% | $2,565-38.8% |
| Participant deferral / active EE | $3,166 | $3,424-7.5% | $5,569-43.1% | $3,952-19.9% |
| Admin fee / account holder | $9,350 | $7,214+29.6% | $16,244-42.4% | $6,261+49.4% |