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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 | $35,056 | $69,248-49.4% | $64,101-45.3% | $139,466-74.9% |
| Participation rate | 70.0% | 75.6%-5.6pp | 72.3%-2.3pp | 80.3%-10.3pp |
| Annual return | 19.88% | 45.95%-26.1pp | 33.72%-13.8pp | 373.66%-353.8pp |
| Employer contribution / active EE | $1,757 | $3,185-44.8% | $2,749-36.1% | $4,754-63.0% |
| Participant deferral / active EE | $2,208 | $4,682-52.8% | $3,881-43.1% | $6,712-67.1% |
| Admin fee / account holder | $4,663 | $4,247+9.8% | $3,070+51.9% | $11,409-59.1% |