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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 | $58,275-39.8% | $81,844-57.1% | $80,935-56.6% |
| Participation rate | 71.4% | 63.5%+8.0pp | 72.4%-1.0pp | 67.7%+3.8pp |
| Annual return | 15.32% | 41.82%-26.5pp | 778.87%-763.6pp | 35.66%-20.3pp |
| Employer contribution / active EE | $2,414 | $2,346+2.9% | $2,916-17.2% | $2,757-12.4% |
| Participant deferral / active EE | $4,003 | $3,285+21.9% | $4,323-7.4% | $4,299-6.9% |
| Admin fee / account holder | $615 | $4,749-87.0% | $7,355-91.6% | $6,924-91.1% |