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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 | $50,359 | $103,008-51.1% | $90,304-44.2% | $152,897-67.1% |
| Participation rate | 73.3% | 75.9%-2.5pp | 73.3%+0.1pp | 82.5%-9.1pp |
| Annual return | 23.22% | 95.22%-72.0pp | 78.13%-54.9pp | 345.43%-322.2pp |
| Employer contribution / active EE | $1,656 | $3,139-47.3% | $2,855-42.0% | $4,764-65.2% |
| Participant deferral / active EE | $2,051 | $4,281-52.1% | $3,885-47.2% | $5,851-64.9% |
| Admin fee / account holder | $1,420 | $6,175-77.0% | $5,354-73.5% | $11,599-87.8% |