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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 | $29,122 | $55,457-47.5% | $77,361-62.4% | $94,015-69.0% |
| Participation rate | 70.0% | 69.8%+0.2pp | 75.0%-5.0pp | 70.8%-0.8pp |
| Annual return | 21.62% | 15.57%+6.1pp | 1011.54%-989.9pp | 17.84%+3.8pp |
| Employer contribution / active EE | $1,709 | $2,255-24.2% | $2,990-42.9% | $2,790-38.8% |
| Participant deferral / active EE | $6,846 | $3,069+123.0% | $3,911+75.1% | $4,249+61.1% |
| Admin fee / account holder | $2,107 | $4,334-51.4% | $5,894-64.2% | $8,951-76.5% |