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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 | $65,602 | $81,208-19.2% | $98,920-33.7% | $79,856-17.9% |
| Participation rate | 70.9% | 72.5%-1.6pp | 76.0%-5.1pp | 69.6%+1.3pp |
| Annual return | 16.07% | 60.99%-44.9pp | 196.47%-180.4pp | 31.71%-15.6pp |
| Employer contribution / active EE | $1,308 | $1,960-33.3% | $2,689-51.4% | $2,471-47.1% |
| Participant deferral / active EE | $2,775 | $3,265-15.0% | $4,245-34.6% | $3,741-25.8% |
| Admin fee / account holder | $3,303 | $6,013-45.1% | $6,643-50.3% | $5,306-37.8% |