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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 | $16,296 | $52,279-68.8% | $89,414-81.8% | $79,852-79.6% |
| Participation rate | 75.6% | 57.5%+18.1pp | 68.0%+7.6pp | 69.6%+6.0pp |
| Annual return | 17.05% | 22.16%-5.1pp | 245.50%-228.5pp | 31.72%-14.7pp |
| Employer contribution / active EE | $1,337 | $1,572-14.9% | $2,586-48.3% | $2,471-45.9% |
| Participant deferral / active EE | $3,571 | $2,740+30.3% | $3,890-8.2% | $3,740-4.5% |
| Admin fee / account holder | $805 | $3,356-76.0% | $4,883-83.5% | $5,306-84.8% |