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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 | $72,199 | $103,008-29.9% | $90,304-20.0% | $152,897-52.8% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.5%+5.0pp |
| Annual return | 24.63% | 95.22%-70.6pp | 78.13%-53.5pp | 345.43%-320.8pp |
| Employer contribution / active EE | $1,594 | $3,139-49.2% | $2,855-44.2% | $4,764-66.5% |
| Participant deferral / active EE | $4,290 | $4,281+0.2% | $3,885+10.4% | $5,851-26.7% |
| Admin fee / account holder | $517 | $6,175-91.6% | $5,354-90.3% | $11,599-95.5% |