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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 | $118,323 | $124,346-4.8% | $111,308+6.3% | $167,536-29.4% |
| Participation rate | 73.9% | 79.6%-5.7pp | 77.3%-3.4pp | 82.1%-8.2pp |
| Annual return | 10.98% | 37.45%-26.5pp | 54.67%-43.7pp | 478.82%-467.8pp |
| Employer contribution / active EE | $1,790 | $3,437-47.9% | $2,732-34.5% | $4,839-63.0% |
| Participant deferral / active EE | $3,393 | $5,182-34.5% | $4,487-24.4% | $6,342-46.5% |
| Admin fee / account holder | $4,182 | $10,621-60.6% | $7,965-47.5% | $12,315-66.0% |