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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 | $38,495 | $105,856-63.6% | $90,161-57.3% | $147,586-73.9% |
| Participation rate | 73.3% | 79.7%-6.4pp | 76.9%-3.5pp | 82.8%-9.5pp |
| Annual return | 12.51% | 37.63%-25.1pp | 34.89%-22.4pp | 578.59%-566.1pp |
| Employer contribution / active EE | $1,703 | $4,126-58.7% | $3,318-48.7% | $4,876-65.1% |
| Participant deferral / active EE | $2,282 | $5,733-60.2% | $5,287-56.8% | $5,439-58.0% |
| Admin fee / account holder | $2,815 | $8,046-65.0% | $5,943-52.6% | $10,886-74.1% |