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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 | $3,336 | $72,071-95.4% | $68,368-95.1% | $137,256-97.6% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 22.54% | 353.14%-330.6pp | 292.57%-270.0pp | 220.34%-197.8pp |
| Employer contribution / active EE | $1,815 | $2,788-34.9% | $2,649-31.5% | $4,156-56.3% |
| Participant deferral / active EE | $2,018 | $4,410-54.2% | $4,123-51.0% | $6,407-68.5% |
| Admin fee / account holder | $516 | $5,336-90.3% | $5,150-90.0% | $12,270-95.8% |