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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 | $106,131 | $176,794-40.0% | $146,647-27.6% | $167,553-36.7% |
| Participation rate | 75.0% | 83.6%-8.6pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 9.32% | 24.04%-14.7pp | 22.75%-13.4pp | 478.89%-469.6pp |
| Employer contribution / active EE | $1,258 | $5,161-75.6% | $4,137-69.6% | $4,840-74.0% |
| Participant deferral / active EE | $3,521 | $6,440-45.3% | $5,506-36.1% | $6,343-44.5% |
| Admin fee / account holder | $6,469 | $13,262-51.2% | $10,281-37.1% | $12,316-47.5% |