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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 | $35,902 | $70,366-49.0% | $66,674-46.2% | $138,895-74.2% |
| Participation rate | 72.7% | 76.2%-3.5pp | 73.7%-0.9pp | 79.9%-7.2pp |
| Annual return | 21.40% | 386.41%-365.0pp | 321.24%-299.8pp | 145.39%-124.0pp |
| Employer contribution / active EE | $2,100 | $2,765-24.1% | $2,620-19.9% | $4,194-49.9% |
| Participant deferral / active EE | $5,097 | $4,374+16.5% | $4,084+24.8% | $6,396-20.3% |
| Admin fee / account holder | $2,783 | $5,262-47.1% | $5,098-45.4% | $12,562-77.8% |