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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 | $27,617 | $76,407-63.9% | $150,298-81.6% | $82,448-66.5% |
| Participation rate | 92.1% | 66.4%+25.7pp | 77.8%+14.3pp | 68.1%+24.0pp |
| Annual return | 109.01% | 39.99%+69.0pp | 62.79%+46.2pp | 41.64%+67.4pp |
| Employer contribution / active EE | $609 | $2,614-76.7% | $4,154-85.4% | $2,551-76.1% |
| Participant deferral / active EE | $2,327 | $3,214-27.6% | $5,453-57.3% | $4,139-43.8% |
| Admin fee / account holder | $605 | $6,352-90.5% | $14,116-95.7% | $7,234-91.6% |