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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 | $81,643-59.7% | $70,462-53.3% | $158,950-79.3% |
| Participation rate | 73.3% | 77.7%-4.4pp | 75.1%-1.7pp | 82.0%-8.6pp |
| Annual return | 15.25% | 208.51%-193.3pp | 109.08%-93.8pp | 302.91%-287.7pp |
| Employer contribution / active EE | $1,820 | $3,218-43.4% | $2,737-33.5% | $4,762-61.8% |
| Participant deferral / active EE | $3,641 | $4,555-20.1% | $3,710-1.8% | $5,983-39.1% |
| Admin fee / account holder | $2,815 | $6,194-54.5% | $3,845-26.8% | $11,248-75.0% |