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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 | $29,200 | $176,402-83.4% | $134,155-78.2% | $158,950-81.6% |
| Participation rate | 81.8% | 78.7%+3.1pp | 72.2%+9.6pp | 82.0%-0.1pp |
| Annual return | 12.73% | 63.66%-50.9pp | 36.34%-23.6pp | 302.91%-290.2pp |
| Employer contribution / active EE | $1,641 | $5,042-67.4% | $3,705-55.7% | $4,762-65.5% |
| Participant deferral / active EE | $3,991 | $4,093-2.5% | $3,500+14.1% | $5,983-33.3% |
| Admin fee / account holder | $1,517 | $8,719-82.6% | $6,685-77.3% | $11,248-86.5% |