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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 | $43,749 | $106,923-59.1% | $84,023-47.9% | $152,909-71.4% |
| Participation rate | 77.8% | 75.3%+2.5pp | 69.0%+8.8pp | 82.5%-4.7pp |
| Annual return | 21.35% | 105.02%-83.7pp | 71.32%-50.0pp | 345.46%-324.1pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,213 | $4,013-69.8% | $3,239-62.5% | $5,851-79.3% |
| Admin fee / account holder | $853 | $8,289-89.7% | $6,102-86.0% | $11,601-92.6% |