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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 | $12,773 | $58,258-78.1% | $81,820-84.4% | $80,925-84.2% |
| Participation rate | 94.1% | 63.5%+30.7pp | 72.4%+21.7pp | 67.7%+26.5pp |
| Annual return | 16.43% | 41.76%-25.3pp | 777.93%-761.5pp | 35.65%-19.2pp |
| Employer contribution / active EE | $1,114 | $2,345-52.5% | $2,915-61.8% | $2,756-59.6% |
| Participant deferral / active EE | $3,480 | $3,284+6.0% | $4,323-19.5% | $4,299-19.1% |
| Admin fee / account holder | $1,457 | $4,976-70.7% | $7,391-80.3% | $6,940-79.0% |