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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 | $19,785 | $91,198-78.3% | $178,503-88.9% | $79,856-75.2% |
| Participation rate | 83.7% | 69.2%+14.5pp | 81.9%+1.8pp | 69.6%+14.1pp |
| Annual return | 16.86% | 24.20%-7.3pp | 151.12%-134.3pp | 31.71%-14.9pp |
| Employer contribution / active EE | $1,664 | $3,257-48.9% | $5,011-66.8% | $2,471-32.7% |
| Participant deferral / active EE | $4,950 | $3,237+52.9% | $5,202-4.9% | $3,741+32.3% |
| Admin fee / account holder | $5,380 | $6,748-20.3% | $13,987-61.5% | $5,306+1.4% |