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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 | $72,357 | $113,338-36.2% | $94,993-23.8% | $147,585-51.0% |
| Participation rate | 75.0% | 78.0%-3.0pp | 73.9%+1.1pp | 82.8%-7.8pp |
| Annual return | 16.42% | 20.80%-4.4pp | 27.14%-10.7pp | 578.58%-562.2pp |
| Employer contribution / active EE | $14,217 | $3,160+349.9% | $2,603+446.1% | $4,876+191.6% |
| Participant deferral / active EE | $15,006 | $3,777+297.3% | $3,317+352.4% | $5,439+175.9% |
| Admin fee / account holder | $1,897 | $6,063-68.7% | $4,960-61.8% | $10,886-82.6% |