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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 | $25,894 | $108,882-76.2% | $96,754-73.2% | $154,746-83.3% |
| Participation rate | 75.0% | 75.1%-0.1pp | 70.3%+4.7pp | 80.7%-5.7pp |
| Annual return | 24.23% | 98.39%-74.2pp | 82.04%-57.8pp | 172.34%-148.1pp |
| Employer contribution / active EE | $5,846 | $3,018+93.7% | $2,679+118.2% | $4,379+33.5% |
| Participant deferral / active EE | $10,245 | $5,323+92.5% | $4,758+115.3% | $6,730+52.2% |
| Admin fee / account holder | $2,332 | $10,200-77.1% | $8,905-73.8% | $14,365-83.8% |