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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 | $35,099 | $48,364-27.4% | $71,796-51.1% | $62,881-44.2% |
| Participation rate | 70.6% | 60.6%+10.0pp | 69.1%+1.5pp | 69.3%+1.3pp |
| Annual return | 5.09% | 13.16%-8.1pp | 78.04%-72.9pp | 20.14%-15.1pp |
| Employer contribution / active EE | $1,427 | $1,042+37.0% | $1,924-25.9% | $2,281-37.4% |
| Participant deferral / active EE | $2,218 | $2,091+6.1% | $2,794-20.6% | $3,203-30.8% |
| Admin fee / account holder | $3,747 | $3,771-0.6% | $4,815-22.2% | $4,296-12.8% |