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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 | $31,056 | $61,125-49.2% | $94,057-67.0% | $87,485-64.5% |
| Participation rate | 75.0% | 64.1%+10.9pp | 73.3%+1.7pp | 68.9%+6.1pp |
| Annual return | 15.02% | 35.20%-20.2pp | 480.62%-465.6pp | 26.06%-11.0pp |
| Employer contribution / active EE | $1,043 | $2,136-51.2% | $2,933-64.4% | $2,596-59.8% |
| Participant deferral / active EE | $2,574 | $3,260-21.1% | $4,709-45.4% | $4,274-39.8% |
| Admin fee / account holder | $4,370 | $5,629-22.4% | $7,244-39.7% | $7,775-43.8% |