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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 | $14,444 | $114,119-87.3% | $107,187-86.5% | $138,895-89.6% |
| Participation rate | 77.8% | 78.1%-0.3pp | 75.0%+2.8pp | 79.9%-2.1pp |
| Annual return | 15.22% | 273.21%-258.0pp | 204.55%-189.3pp | 145.39%-130.2pp |
| Employer contribution / active EE | $1,685 | $4,059-58.5% | $3,782-55.4% | $4,194-59.8% |
| Participant deferral / active EE | $2,980 | $5,538-46.2% | $5,096-41.5% | $6,396-53.4% |
| Admin fee / account holder | $1,938 | $10,024-80.7% | $9,162-78.8% | $12,562-84.6% |