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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 | $29,356 | $88,672-66.9% | $105,223-72.1% | $82,448-64.4% |
| Participation rate | 70.4% | 67.9%+2.4pp | 75.0%-4.7pp | 68.1%+2.3pp |
| Annual return | 19.06% | 30.86%-11.8pp | 180.65%-161.6pp | 41.64%-22.6pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,563 | $4,036-11.7% | $5,072-29.8% | $4,139-13.9% |
| Admin fee / account holder | $862 | $7,146-87.9% | $8,859-90.3% | $7,234-88.1% |