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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 | $38,801 | $95,406-59.3% | $185,849-79.1% | $85,847-54.8% |
| Participation rate | 83.1% | 68.8%+14.4pp | 81.7%+1.4pp | 69.3%+13.8pp |
| Annual return | 13.70% | 23.59%-9.9pp | 122.10%-108.4pp | 318.61%-304.9pp |
| Employer contribution / active EE | $1,826 | $3,314-44.9% | $5,169-64.7% | $2,565-28.8% |
| Participant deferral / active EE | $3,741 | $3,424+9.3% | $5,569-32.8% | $3,952-5.3% |
| Admin fee / account holder | $3,125 | $7,214-56.7% | $16,244-80.8% | $6,261-50.1% |