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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 | $38,810 | $157,276-75.3% | $141,177-72.5% | $152,885-74.6% |
| Participation rate | 72.2% | 84.8%-12.6pp | 82.5%-10.3pp | 82.5%-10.2pp |
| Annual return | 15.28% | 64.33%-49.1pp | 71.40%-56.1pp | 345.39%-330.1pp |
| Employer contribution / active EE | $1,284 | $5,262-75.6% | $4,736-72.9% | $4,763-73.0% |
| Participant deferral / active EE | $3,506 | $7,110-50.7% | $6,710-47.7% | $5,851-40.1% |
| Admin fee / account holder | $679 | $12,123-94.4% | $10,263-93.4% | $11,598-94.1% |