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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 | $25,909 | $76,407-66.1% | $150,298-82.8% | $82,448-68.6% |
| Participation rate | 83.0% | 66.4%+16.6pp | 77.8%+5.2pp | 68.1%+14.9pp |
| Annual return | 24.93% | 39.99%-15.1pp | 62.79%-37.9pp | 41.64%-16.7pp |
| Employer contribution / active EE | $920 | $2,614-64.8% | $4,154-77.9% | $2,551-64.0% |
| Participant deferral / active EE | $6,154 | $3,214+91.5% | $5,453+12.9% | $4,139+48.7% |
| Admin fee / account holder | $324 | $6,352-94.9% | $14,116-97.7% | $7,234-95.5% |