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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 | $24,917 | $91,167-72.7% | $178,498-86.0% | $79,858-68.8% |
| Participation rate | 70.1% | 69.2%+0.9pp | 81.9%-11.8pp | 69.6%+0.5pp |
| Annual return | 34.82% | 24.19%+10.6pp | 151.09%-116.3pp | 31.72%+3.1pp |
| Employer contribution / active EE | $1,181 | $3,255-63.7% | $5,011-76.4% | $2,471-52.2% |
| Participant deferral / active EE | $3,447 | $3,236+6.5% | $5,202-33.7% | $3,740-7.8% |
| Admin fee / account holder | $4,309 | $6,747-36.1% | $13,985-69.2% | $5,306-18.8% |