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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 | $69,616 | $165,939-58.0% | $122,354-43.1% | $147,586-52.8% |
| Participation rate | 83.3% | 79.6%+3.8pp | 71.6%+11.7pp | 82.8%+0.5pp |
| Annual return | 9.61% | 34.56%-24.9pp | 30.28%-20.7pp | 578.59%-569.0pp |
| Employer contribution / active EE | $1,522 | $5,754-73.5% | $4,051-62.4% | $4,876-68.8% |
| Participant deferral / active EE | $3,878 | $4,005-3.2% | $3,287+18.0% | $5,439-28.7% |
| Admin fee / account holder | $563 | $7,425-92.4% | $5,479-89.7% | $10,886-94.8% |