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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 | $33,978 | $104,664-67.5% | $85,693-60.3% | $167,518-79.7% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.9%+5.1pp | 82.1%-7.1pp |
| Annual return | 14.55% | 21.45%-6.9pp | 21.49%-6.9pp | 478.71%-464.2pp |
| Employer contribution / active EE | $1,258 | $3,337-62.3% | $2,618-52.0% | $4,838-74.0% |
| Participant deferral / active EE | $4,782 | $4,824-0.9% | $3,923+21.9% | $6,342-24.6% |
| Admin fee / account holder | $1,210 | $10,032-87.9% | $6,874-82.4% | $12,312-90.2% |