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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 | $13,429 | $101,618-86.8% | $93,063-85.6% | $137,256-90.2% |
| Participation rate | 75.0% | 74.9%+0.1pp | 72.1%+2.9pp | 80.0%-5.0pp |
| Annual return | 23.30% | 223.95%-200.6pp | 34.15%-10.9pp | 220.34%-197.0pp |
| Employer contribution / active EE | $3,770 | $2,707+39.3% | $2,476+52.3% | $4,156-9.3% |
| Participant deferral / active EE | $2,696 | $4,279-37.0% | $3,958-31.9% | $6,407-57.9% |
| Admin fee / account holder | $3,690 | $6,198-40.5% | $6,033-38.8% | $12,270-69.9% |