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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 | $29,978 | $85,171-64.8% | $172,753-82.6% | $72,976-58.9% |
| Participation rate | 70.0% | 70.1%-0.1pp | 82.6%-12.6pp | 69.5%+0.5pp |
| Annual return | 23.72% | 27.32%-3.6pp | 803.00%-779.3pp | 81.02%-57.3pp |
| Employer contribution / active EE | $777 | $3,324-76.6% | $5,144-84.9% | $2,440-68.1% |
| Participant deferral / active EE | $2,081 | $3,260-36.2% | $5,198-60.0% | $3,608-42.3% |
| Admin fee / account holder | $2,442 | $5,880-58.5% | $13,956-82.5% | $5,124-52.3% |