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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 | $29,640 | $80,332-63.1% | $107,187-72.3% | $64,097-53.8% |
| Participation rate | 70.0% | 54.4%+15.6pp | 75.0%-5.0pp | 55.2%+14.8pp |
| Annual return | 43.44% | 24.26%+19.2pp | 204.55%-161.1pp | 34.64%+8.8pp |
| Employer contribution / active EE | $2,578 | $2,501+3.1% | $3,782-31.8% | $1,891+36.3% |
| Participant deferral / active EE | $4,495 | $3,109+44.6% | $5,096-11.8% | $3,080+46.0% |
| Admin fee / account holder | $1,603 | $4,314-62.8% | $9,162-82.5% | $3,454-53.6% |