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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 | $74,927 | $127,790-41.4% | $106,555-29.7% | $167,536-55.3% |
| Participation rate | 84.2% | 78.3%+5.9pp | 76.1%+8.1pp | 82.1%+2.1pp |
| Annual return | 12.92% | 33.88%-21.0pp | 26.80%-13.9pp | 478.82%-465.9pp |
| Employer contribution / active EE | $789 | $3,428-77.0% | $2,819-72.0% | $4,839-83.7% |
| Participant deferral / active EE | $5,320 | $5,088+4.5% | $4,399+20.9% | $6,342-16.1% |
| Admin fee / account holder | $4,344 | $11,229-61.3% | $7,408-41.4% | $12,315-64.7% |