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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 | $35,900 | $95,406-62.4% | $185,849-80.7% | $85,847-58.2% |
| Participation rate | 83.6% | 68.8%+14.8pp | 81.7%+1.9pp | 69.3%+14.2pp |
| Annual return | 26.37% | 23.59%+2.8pp | 122.10%-95.7pp | 318.61%-292.2pp |
| Employer contribution / active EE | $797 | $3,314-75.9% | $5,169-84.6% | $2,565-68.9% |
| Participant deferral / active EE | $1,674 | $3,424-51.1% | $5,569-69.9% | $3,952-57.6% |
| Admin fee / account holder | $1,742 | $7,214-75.9% | $16,244-89.3% | $6,261-72.2% |