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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 | $48,327-64.0% | $67,575-74.2% | $80,935-78.5% |
| Participation rate | 91.7% | 66.4%+25.3pp | 72.9%+18.8pp | 67.7%+24.0pp |
| Annual return | 13.57% | 18.31%-4.7pp | 3528.98%-3515.4pp | 35.66%-22.1pp |
| Employer contribution / active EE | $3,253 | $2,022+60.8% | $2,736+18.9% | $2,757+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 | $3,692-90.4% | $3,993-91.1% | $6,924-94.9% |