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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 | $78,690-64.9% | $161,489-82.9% | $87,485-68.4% |
| Participation rate | 92.1% | 67.5%+24.6pp | 78.7%+13.4pp | 68.9%+23.2pp |
| Annual return | 109.01% | 32.74%+76.3pp | 89.72%+19.3pp | 26.06%+83.0pp |
| Employer contribution / active EE | $609 | $2,588-76.5% | $4,268-85.7% | $2,596-76.6% |
| Participant deferral / active EE | $2,327 | $3,311-29.7% | $5,630-58.7% | $4,274-45.5% |
| Admin fee / account holder | $605 | $6,724-91.0% | $16,006-96.2% | $7,775-92.2% |