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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 | $26,444 | $50,554-47.7% | $67,681-60.9% | $87,485-69.8% |
| Participation rate | 81.3% | 67.7%+13.5pp | 73.7%+7.5pp | 68.9%+12.3pp |
| Annual return | 12.02% | 17.81%-5.8pp | 590.58%-578.6pp | 26.06%-14.0pp |
| Employer contribution / active EE | $2,811 | $1,988+41.4% | $2,678+5.0% | $2,596+8.3% |
| Participant deferral / active EE | $2,273 | $2,961-23.2% | $3,976-42.8% | $4,274-46.8% |
| Admin fee / account holder | $727 | $4,132-82.4% | $6,100-88.1% | $7,775-90.7% |