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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 | $50,366 | $78,707-36.0% | $117,861-57.3% | $70,126-28.2% |
| Participation rate | 75.7% | 73.2%+2.5pp | 79.7%-4.0pp | 69.5%+6.1pp |
| Annual return | 12.41% | 23.30%-10.9pp | 335.11%-322.7pp | 73.15%-60.7pp |
| Employer contribution / active EE | $1,062 | $2,223-52.3% | $3,786-72.0% | $2,343-54.7% |
| Participant deferral / active EE | $2,400 | $3,297-27.2% | $4,482-46.4% | $3,332-28.0% |
| Admin fee / account holder | $825 | $5,066-83.7% | $8,021-89.7% | $4,645-82.2% |