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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 | $26,134 | $100,262-73.9% | $81,370-67.9% | $145,897-82.1% |
| Participation rate | 76.9% | 74.3%+2.6pp | 69.5%+7.4pp | 80.3%-3.4pp |
| Annual return | 9.70% | 34.52%-24.8pp | 24.85%-15.1pp | 552.29%-542.6pp |
| Employer contribution / active EE | $1,803 | $2,979-39.5% | $2,464-26.8% | $4,663-61.3% |
| Participant deferral / active EE | $2,155 | $4,612-53.3% | $3,885-44.5% | $6,689-67.8% |
| Admin fee / account holder | $3,665 | $8,163-55.1% | $5,749-36.3% | $13,390-72.6% |