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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 | $34,822 | $114,013-69.5% | $103,693-66.4% | $155,188-77.6% |
| Participation rate | 81.8% | 75.2%+6.6pp | 72.6%+9.2pp | 80.8%+1.0pp |
| Annual return | 15.11% | 49.31%-34.2pp | 47.61%-32.5pp | 148.84%-133.7pp |
| Employer contribution / active EE | $2,880 | $3,131-8.0% | $2,920-1.4% | $4,248-32.2% |
| Participant deferral / active EE | $9,058 | $4,970+82.3% | $4,579+97.8% | $6,531+38.7% |
| Admin fee / account holder | $890 | $8,407-89.4% | $7,858-88.7% | $14,480-93.9% |