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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 | $17,427 | $84,236-79.3% | $170,435-89.8% | $70,126-75.1% |
| Participation rate | 84.0% | 70.8%+13.2pp | 83.6%+0.4pp | 69.5%+14.5pp |
| Annual return | 15.51% | 23.06%-7.5pp | 205.94%-190.4pp | 73.15%-57.6pp |
| Employer contribution / active EE | $1,020 | $3,387-69.9% | $5,432-81.2% | $2,343-56.5% |
| Participant deferral / active EE | $3,071 | $3,086-0.5% | $4,939-37.8% | $3,332-7.8% |
| Admin fee / account holder | $487 | $5,698-91.4% | $13,881-96.5% | $4,645-89.5% |