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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 | $25,119 | $78,682-68.1% | $109,188-77.0% | $85,851-70.7% |
| Participation rate | 71.4% | 68.3%+3.2pp | 75.9%-4.5pp | 69.3%+2.1pp |
| Annual return | 11.69% | 25.09%-13.4pp | 25.76%-14.1pp | 318.63%-306.9pp |
| Employer contribution / active EE | $4,327 | $2,734+58.3% | $3,723+16.2% | $2,565+68.7% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,542 | $5,470-71.8% | $6,755-77.2% | $6,261-75.4% |