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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 | $25,973 | $77,449-66.5% | $69,483-62.6% | $152,909-83.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 18.77% | 39.09%-20.3pp | 28.99%-10.2pp | 345.46%-326.7pp |
| Employer contribution / active EE | $581 | $3,316-82.5% | $2,780-79.1% | $4,764-87.8% |
| Participant deferral / active EE | $2,202 | $4,415-50.1% | $3,537-37.7% | $5,851-62.4% |
| Admin fee / account holder | $3,205 | $6,210-48.4% | $3,841-16.6% | $11,601-72.4% |