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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 | $33,518 | $138,895-75.9% | $42,613-21.3% | $138,895-75.9% |
| Participation rate | 82.4% | 79.9%+2.4pp | 73.5%+8.8pp | 79.9%+2.4pp |
| Annual return | 17.84% | 145.39%-127.6pp | 19.23%-1.4pp | 145.39%-127.6pp |
| Employer contribution / active EE | $954 | $4,194-77.3% | $1,687-43.5% | $4,194-77.3% |
| Participant deferral / active EE | $3,063 | $6,396-52.1% | $4,456-31.3% | $6,396-52.1% |
| Admin fee / account holder | $1,094 | $12,562-91.3% | $2,621-58.3% | $12,562-91.3% |