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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 | $28,624 | $157,829-81.9% | $136,867-79.1% | $198,609-85.6% |
| Participation rate | 71.4% | 77.2%-5.7pp | 74.5%-3.1pp | 82.4%-10.9pp |
| Annual return | 9.80% | 51.25%-41.4pp | 42.97%-33.2pp | 202.70%-192.9pp |
| Employer contribution / active EE | $3,889 | $3,923-0.9% | $3,547+9.6% | $5,055-23.1% |
| Participant deferral / active EE | $3,155 | $5,463-42.2% | $4,924-35.9% | $6,977-54.8% |
| Admin fee / account holder | $1,894 | $11,107-82.9% | $10,340-81.7% | $19,030-90.0% |