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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 | $40,690 | $95,383-57.3% | $185,837-78.1% | $85,856-52.6% |
| Participation rate | 84.6% | 68.8%+15.8pp | 81.7%+2.9pp | 69.3%+15.3pp |
| Annual return | 25.20% | 23.59%+1.6pp | 122.08%-96.9pp | 318.58%-293.4pp |
| Employer contribution / active EE | $2,190 | $3,313-33.9% | $5,168-57.6% | $2,565-14.6% |
| Participant deferral / active EE | $2,722 | $3,423-20.5% | $5,568-51.1% | $3,952-31.1% |
| Admin fee / account holder | $9,173 | $7,213+27.2% | $16,241-43.5% | $6,261+46.5% |