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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 | $58,496 | $124,330-53.0% | $109,173-46.4% | $167,536-65.1% |
| Participation rate | 78.6% | 79.5%-0.9pp | 75.9%+2.7pp | 82.1%-3.5pp |
| Annual return | 16.25% | 26.04%-9.8pp | 25.75%-9.5pp | 478.82%-462.6pp |
| Employer contribution / active EE | $1,485 | $4,209-64.7% | $3,723-60.1% | $4,839-69.3% |
| Participant deferral / active EE | $4,472 | $5,256-14.9% | $4,654-3.9% | $6,342-29.5% |
| Admin fee / account holder | $4,592 | $7,974-42.4% | $6,755-32.0% | $12,315-62.7% |