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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 | $53,881 | $103,038-47.7% | $90,324-40.3% | $152,909-64.8% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 25.89% | 95.25%-69.4pp | 78.15%-52.3pp | 345.46%-319.6pp |
| Employer contribution / active EE | $1,709 | $3,141-45.6% | $2,856-40.2% | $4,764-64.1% |
| Participant deferral / active EE | $4,526 | $4,282+5.7% | $3,885+16.5% | $5,851-22.7% |
| Admin fee / account holder | $546 | $6,177-91.2% | $5,356-89.8% | $11,601-95.3% |