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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 | $34,865 | $111,535-68.7% | $105,223-66.9% | $137,256-74.6% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 16.46% | 237.85%-221.4pp | 180.65%-164.2pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,765 | $3,939-55.2% | $3,689-52.1% | $4,156-57.5% |
| Participant deferral / active EE | $2,204 | $5,500-59.9% | $5,072-56.5% | $6,407-65.6% |
| Admin fee / account holder | $2,362 | $9,721-75.7% | $8,859-73.3% | $12,270-80.8% |