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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 | $40,167 | $51,638-22.2% | $68,368-41.2% | $82,448-51.3% |
| Participation rate | 70.2% | 63.6%+6.6pp | 73.8%-3.6pp | 68.1%+2.1pp |
| Annual return | 17.06% | 37.53%-20.5pp | 292.57%-275.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $1,318 | $2,047-35.6% | $2,649-50.3% | $2,551-48.3% |
| Participant deferral / active EE | $4,413 | $2,914+51.5% | $4,123+7.0% | $4,139+6.6% |
| Admin fee / account holder | $15,446 | $4,643+232.6% | $5,150+199.9% | $7,234+113.5% |