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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 | $49,133 | $147,586-66.7% | $85,299-42.4% | $147,586-66.7% |
| Participation rate | 70.0% | 82.8%-12.8pp | 77.9%-7.9pp | 82.8%-12.8pp |
| Annual return | 19.94% | 578.59%-558.6pp | 16.07%+3.9pp | 578.59%-558.6pp |
| Employer contribution / active EE | $2,435 | $4,876-50.1% | $1,718+41.7% | $4,876-50.1% |
| Participant deferral / active EE | $5,643 | $5,439+3.8% | $3,912+44.3% | $5,439+3.8% |
| Admin fee / account holder | $307 | $10,886-97.2% | $14,069-97.8% | $10,886-97.2% |