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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 | $43,076 | $75,962-43.3% | $154,111-72.0% | $64,173-32.9% |
| Participation rate | 74.0% | 70.4%+3.6pp | 83.0%-9.0pp | 69.6%+4.5pp |
| Annual return | 8.37% | 30.32%-21.9pp | 735.18%-726.8pp | 7.63%+0.7pp |
| Employer contribution / active EE | $1,412 | $3,350-57.9% | $5,298-73.4% | $2,381-40.7% |
| Participant deferral / active EE | $2,040 | $3,175-35.7% | $5,081-59.8% | $3,470-41.2% |
| Admin fee / account holder | $549 | $5,589-90.2% | $13,411-95.9% | $4,887-88.8% |