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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 | $7,177 | $99,053-92.8% | $88,179-91.9% | $138,895-94.8% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.1%+5.9pp | 79.9%-4.9pp |
| Annual return | 23.83% | 78.17%-54.3pp | 64.97%-41.1pp | 145.39%-121.6pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,859 | $5,225-45.3% | $4,614-38.0% | $6,396-55.3% |
| Admin fee / account holder | $1,564 | $8,748-82.1% | $7,673-79.6% | $12,562-87.5% |