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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 | $59,506 | $95,406-37.6% | $185,849-68.0% | $85,847-30.7% |
| Participation rate | 88.9% | 68.8%+20.1pp | 81.7%+7.2pp | 69.3%+19.6pp |
| Annual return | 19.06% | 23.59%-4.5pp | 122.10%-103.0pp | 318.61%-299.5pp |
| Employer contribution / active EE | $882 | $3,314-73.4% | $5,169-82.9% | $2,565-65.6% |
| Participant deferral / active EE | $4,560 | $3,424+33.2% | $5,569-18.1% | $3,952+15.4% |
| Admin fee / account holder | $1,505 | $7,214-79.1% | $16,244-90.7% | $6,261-76.0% |