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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 | $25,977 | $110,410-76.5% | $102,437-74.6% | $145,897-82.2% |
| Participation rate | 76.5% | 77.9%-1.5pp | 74.5%+2.0pp | 80.3%-3.8pp |
| Annual return | 10.11% | 24.85%-14.7pp | 24.95%-14.8pp | 552.29%-542.2pp |
| Employer contribution / active EE | $1,812 | $4,217-57.0% | $3,871-53.2% | $4,663-61.1% |
| Participant deferral / active EE | $2,123 | $5,622-62.2% | $5,060-58.1% | $6,689-68.3% |
| Admin fee / account holder | $2,079 | $9,745-78.7% | $8,388-75.2% | $13,390-84.5% |