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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 | $22,942 | $77,920-70.6% | $149,723-84.7% | $75,177-69.5% |
| Participation rate | 72.2% | 65.6%+6.6pp | 78.8%-6.6pp | 67.2%+5.0pp |
| Annual return | 14.82% | 31.72%-16.9pp | 134.50%-119.7pp | 160.75%-145.9pp |
| Employer contribution / active EE | $1,236 | $3,138-60.6% | $4,821-74.4% | $2,671-53.7% |
| Participant deferral / active EE | $1,726 | $3,411-49.4% | $5,682-69.6% | $4,126-58.2% |
| Admin fee / account holder | $6,134 | $5,951+3.1% | $13,215-53.6% | $5,651+8.5% |