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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 | $24,974 | $95,415-73.8% | $185,851-86.6% | $85,851-70.9% |
| Participation rate | 84.9% | 68.8%+16.1pp | 81.7%+3.2pp | 69.3%+15.6pp |
| Annual return | 14.20% | 23.59%-9.4pp | 122.11%-107.9pp | 318.63%-304.4pp |
| Employer contribution / active EE | $1,414 | $3,314-57.3% | $5,168-72.6% | $2,565-44.9% |
| Participant deferral / active EE | $4,367 | $3,424+27.6% | $5,569-21.6% | $3,952+10.5% |
| Admin fee / account holder | $4,882 | $7,215-32.3% | $16,245-69.9% | $6,261-22.0% |