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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 | $32,890 | $81,696-59.7% | $70,494-53.3% | $158,982-79.3% |
| Participation rate | 73.3% | 77.7%-4.4pp | 75.1%-1.7pp | 82.0%-8.6pp |
| Annual return | 15.25% | 208.70%-193.4pp | 109.16%-93.9pp | 302.99%-287.7pp |
| Employer contribution / active EE | $1,820 | $3,220-43.5% | $2,738-33.5% | $4,763-61.8% |
| Participant deferral / active EE | $3,641 | $4,558-20.1% | $3,711-1.9% | $5,983-39.1% |
| Admin fee / account holder | $2,815 | $6,200-54.6% | $3,848-26.8% | $11,252-75.0% |