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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 | $42,831 | $154,193-72.2% | $130,045-67.1% | $139,466-69.3% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.5%+9.0pp | 80.3%+7.2pp |
| Annual return | 14.00% | 32.51%-18.5pp | -137.30%+151.3pp | 373.66%-359.7pp |
| Employer contribution / active EE | $1,346 | $5,292-74.6% | $4,321-68.9% | $4,754-71.7% |
| Participant deferral / active EE | $4,412 | $6,709-34.2% | $5,820-24.2% | $6,712-34.3% |
| Admin fee / account holder | $4,445 | $13,989-68.2% | $10,600-58.1% | $11,409-61.0% |