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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 | $30,969 | $85,766-63.9% | $136,298-77.3% | $70,126-55.8% |
| Participation rate | 95.7% | 74.2%+21.6pp | 81.9%+13.8pp | 69.5%+26.2pp |
| Annual return | 16.69% | 31.46%-14.8pp | 5156.27%-5139.6pp | 73.15%-56.5pp |
| Employer contribution / active EE | $1,101 | $2,966-62.9% | $4,696-76.5% | $2,343-53.0% |
| Participant deferral / active EE | $2,704 | $5,051-46.5% | $6,247-56.7% | $3,332-18.8% |
| Admin fee / account holder | $3,546 | $5,421-34.6% | $9,244-61.6% | $4,645-23.7% |