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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 | $38,492 | $131,835-70.8% | $108,582-64.5% | $273,972-86.0% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.6%+3.8pp | 83.0%+0.3pp |
| Annual return | 18.41% | -91.57%+110.0pp | -51.70%+70.1pp | 41.46%-23.0pp |
| Employer contribution / active EE | $3,838 | $4,913-21.9% | $3,758+2.1% | $4,869-21.2% |
| Participant deferral / active EE | $8,405 | $5,127+63.9% | $4,311+95.0% | $5,287+59.0% |
| Admin fee / account holder | $1,423 | $10,253-86.1% | $7,645-81.4% | $10,133-86.0% |