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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 | $17,420 | $48,314-63.9% | $67,561-74.2% | $80,925-78.5% |
| Participation rate | 91.7% | 66.4%+25.3pp | 72.9%+18.8pp | 67.7%+24.0pp |
| Annual return | 13.57% | 18.28%-4.7pp | 3525.44%-3511.9pp | 35.65%-22.1pp |
| Employer contribution / active EE | $3,253 | $2,022+60.9% | $2,735+18.9% | $2,756+18.0% |
| Participant deferral / active EE | $3,573 | $2,927+22.1% | $4,003-10.7% | $4,299-16.9% |
| Admin fee / account holder | $354 | $3,690-90.4% | $4,006-91.2% | $6,940-94.9% |