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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 | $27,979 | $95,415-70.7% | $185,851-84.9% | $85,851-67.4% |
| Participation rate | 71.8% | 68.8%+3.0pp | 81.7%-9.9pp | 69.3%+2.5pp |
| Annual return | 13.33% | 23.59%-10.3pp | 122.11%-108.8pp | 318.63%-305.3pp |
| Employer contribution / active EE | $960 | $3,314-71.0% | $5,168-81.4% | $2,565-62.6% |
| Participant deferral / active EE | $1,402 | $3,424-59.1% | $5,569-74.8% | $3,952-64.5% |
| Admin fee / account holder | $3,578 | $7,215-50.4% | $16,245-78.0% | $6,261-42.9% |