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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 | $24,423 | $77,638-68.5% | $156,551-84.4% | $62,881-61.2% |
| Participation rate | 83.3% | 71.2%+12.1pp | 84.0%-0.7pp | 69.3%+14.0pp |
| Annual return | 8.04% | 50.33%-42.3pp | 32.23%-24.2pp | 20.14%-12.1pp |
| Employer contribution / active EE | $1,441 | $3,444-58.2% | $5,501-73.8% | $2,281-36.8% |
| Participant deferral / active EE | $1,274 | $3,046-58.2% | $4,871-73.8% | $3,203-60.2% |
| Admin fee / account holder | $4,637 | $5,561-16.6% | $13,028-64.4% | $4,296+7.9% |