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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 | $39,637 | $112,935-64.9% | $90,970-56.4% | $158,966-75.1% |
| Participation rate | 70.8% | 74.7%-3.9pp | 69.0%+1.8pp | 82.0%-11.1pp |
| Annual return | 5.53% | 215.79%-210.3pp | 134.58%-129.1pp | 302.95%-297.4pp |
| Employer contribution / active EE | $749 | $2,895-74.1% | $2,122-64.7% | $4,762-84.3% |
| Participant deferral / active EE | $1,154 | $4,129-72.1% | $3,373-65.8% | $5,983-80.7% |
| Admin fee / account holder | $2,330 | $8,045-71.0% | $5,960-60.9% | $11,250-79.3% |