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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 | $51,120 | $136,860-62.6% | $120,344-57.5% | $154,746-67.0% |
| Participation rate | 73.7% | 79.9%-6.2pp | 76.7%-3.0pp | 80.7%-7.0pp |
| Annual return | 43.82% | 21.38%+22.4pp | 20.30%+23.5pp | 172.34%-128.5pp |
| Employer contribution / active EE | $1,393 | $3,533-60.6% | $3,020-53.9% | $4,379-68.2% |
| Participant deferral / active EE | $4,409 | $5,793-23.9% | $5,135-14.1% | $6,730-34.5% |
| Admin fee / account holder | $535 | $15,393-96.5% | $12,742-95.8% | $14,365-96.3% |