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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 | $61,125-34.3% | $94,057-57.3% | $87,485-54.1% |
| Participation rate | 70.2% | 64.1%+6.1pp | 73.3%-3.2pp | 68.9%+1.2pp |
| Annual return | 17.06% | 35.20%-18.1pp | 480.62%-463.6pp | 26.06%-9.0pp |
| Employer contribution / active EE | $1,318 | $2,136-38.3% | $2,933-55.1% | $2,596-49.2% |
| Participant deferral / active EE | $4,413 | $3,260+35.4% | $4,709-6.3% | $4,274+3.3% |
| Admin fee / account holder | $15,446 | $5,629+174.4% | $7,244+113.2% | $7,775+98.7% |