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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 | $86,050-67.9% | $189,758-85.4% | $94,015-70.6% |
| Participation rate | 92.1% | 68.9%+23.2pp | 79.8%+12.3pp | 70.8%+21.3pp |
| Annual return | 109.01% | 17.77%+91.2pp | 52.62%+56.4pp | 17.84%+91.2pp |
| Employer contribution / active EE | $609 | $2,819-78.4% | $4,767-87.2% | $2,790-78.2% |
| Participant deferral / active EE | $2,327 | $3,349-30.5% | $5,856-60.3% | $4,249-45.2% |
| Admin fee / account holder | $605 | $6,627-90.9% | $20,388-97.0% | $8,951-93.2% |