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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 | $22,778 | $72,071-68.4% | $68,368-66.7% | $137,256-83.4% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 19.04% | 353.14%-334.1pp | 292.57%-273.5pp | 220.34%-201.3pp |
| Employer contribution / active EE | $2,925 | $2,788+4.9% | $2,649+10.4% | $4,156-29.6% |
| Participant deferral / active EE | $4,995 | $4,410+13.3% | $4,123+21.1% | $6,407-22.0% |
| Admin fee / account holder | $2,856 | $5,336-46.5% | $5,150-44.5% | $12,270-76.7% |