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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 | $33,117 | $50,554-34.5% | $67,681-51.1% | $87,485-62.1% |
| Participation rate | 72.7% | 67.7%+5.0pp | 73.7%-1.0pp | 68.9%+3.8pp |
| Annual return | 14.34% | 17.81%-3.5pp | 590.58%-576.2pp | 26.06%-11.7pp |
| Employer contribution / active EE | $1,848 | $1,988-7.0% | $2,678-31.0% | $2,596-28.8% |
| Participant deferral / active EE | $1,014 | $2,961-65.7% | $3,976-74.5% | $4,274-76.3% |
| Admin fee / account holder | $782 | $4,132-81.1% | $6,100-87.2% | $7,775-89.9% |