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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 | $19,567 | $48,570-59.7% | $130,660-85.0% | $72,983-73.2% |
| Participation rate | 97.7% | 58.6%+39.1pp | 71.7%+25.9pp | 69.5%+28.2pp |
| Annual return | 21.76% | 38.63%-16.9pp | 1709.29%-1687.5pp | 81.01%-59.3pp |
| Employer contribution / active EE | $349 | $1,334-73.9% | $4,092-91.5% | $2,440-85.7% |
| Participant deferral / active EE | $1,121 | $2,384-53.0% | $3,603-68.9% | $3,608-68.9% |
| Admin fee / account holder | $1,970 | $3,549-44.5% | $5,463-63.9% | $5,124-61.5% |