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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 | $35,087 | $58,311-39.8% | $81,882-57.1% | $80,959-56.7% |
| Participation rate | 71.4% | 63.5%+7.9pp | 72.4%-1.0pp | 67.7%+3.8pp |
| Annual return | 15.32% | 41.85%-26.5pp | 779.47%-764.2pp | 35.67%-20.4pp |
| Employer contribution / active EE | $2,414 | $2,347+2.9% | $2,916-17.2% | $2,757-12.5% |
| Participant deferral / active EE | $4,003 | $3,287+21.8% | $4,323-7.4% | $4,300-6.9% |
| Admin fee / account holder | $615 | $4,752-87.1% | $7,360-91.6% | $6,925-91.1% |