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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 | $44,048 | $102,429-57.0% | $147,096-70.1% | $80,925-45.6% |
| Participation rate | 73.7% | 75.9%-2.2pp | 82.2%-8.5pp | 67.7%+6.0pp |
| Annual return | 18.10% | 135.02%-116.9pp | 419.75%-401.6pp | 35.65%-17.5pp |
| Employer contribution / active EE | $2,828 | $3,716-23.9% | $4,936-42.7% | $2,756+2.6% |
| Participant deferral / active EE | $6,998 | $6,649+5.3% | $8,071-13.3% | $4,299+62.8% |
| Admin fee / account holder | $526 | $7,957-93.4% | $13,005-96.0% | $6,940-92.4% |