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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 | $13,871 | $51,638-73.1% | $68,368-79.7% | $82,448-83.2% |
| Participation rate | 71.1% | 63.6%+7.4pp | 73.8%-2.7pp | 68.1%+3.0pp |
| Annual return | 23.30% | 37.53%-14.2pp | 292.57%-269.3pp | 41.64%-18.3pp |
| Employer contribution / active EE | $1,299 | $2,047-36.5% | $2,649-51.0% | $2,551-49.1% |
| Participant deferral / active EE | $2,254 | $2,914-22.6% | $4,123-45.3% | $4,139-45.5% |
| Admin fee / account holder | $1,581 | $4,643-66.0% | $5,150-69.3% | $7,234-78.2% |