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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 | $64,827 | $157,296-58.8% | $141,191-54.1% | $152,897-57.6% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 30.27% | 64.34%-34.1pp | 71.41%-41.1pp | 345.43%-315.2pp |
| Employer contribution / active EE | $1,557 | $5,262-70.4% | $4,736-67.1% | $4,764-67.3% |
| Participant deferral / active EE | $3,885 | $7,111-45.4% | $6,710-42.1% | $5,851-33.6% |
| Admin fee / account holder | $885 | $12,125-92.7% | $10,264-91.4% | $11,599-92.4% |