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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 | $25,279 | $78,690-67.9% | $161,489-84.3% | $87,485-71.1% |
| Participation rate | 76.0% | 67.5%+8.5pp | 78.7%-2.7pp | 68.9%+7.1pp |
| Annual return | 20.14% | 32.74%-12.6pp | 89.72%-69.6pp | 26.06%-5.9pp |
| Employer contribution / active EE | $1,750 | $2,588-32.4% | $4,268-59.0% | $2,596-32.6% |
| Participant deferral / active EE | $2,921 | $3,311-11.8% | $5,630-48.1% | $4,274-31.6% |
| Admin fee / account holder | $1,132 | $6,724-83.2% | $16,006-92.9% | $7,775-85.4% |