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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 | $36,621 | $51,184-28.5% | $66,439-44.9% | $86,983-57.9% |
| Participation rate | 75.5% | 68.5%+7.0pp | 74.5%+1.0pp | 69.5%+5.9pp |
| Annual return | 16.04% | 17.07%-1.0pp | 757.66%-741.6pp | 25.83%-9.8pp |
| Employer contribution / active EE | $868 | $2,023-57.1% | $2,637-67.1% | $2,584-66.4% |
| Participant deferral / active EE | $2,776 | $2,927-5.2% | $3,876-28.4% | $4,194-33.8% |
| Admin fee / account holder | $6,465 | $4,154+55.6% | $6,173+4.7% | $7,856-17.7% |