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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 | $15,043 | $52,961-71.6% | $172,755-91.3% | $65,185-76.9% |
| Participation rate | 90.3% | 66.2%+24.1pp | 82.6%+7.6pp | 70.2%+20.1pp |
| Annual return | 25.64% | 30.12%-4.5pp | 802.94%-777.3pp | 29.38%-3.7pp |
| Employer contribution / active EE | $1,269 | $2,190-42.1% | $5,144-75.3% | $2,177-41.7% |
| Participant deferral / active EE | $1,858 | $2,471-24.8% | $5,198-64.3% | $3,514-47.1% |
| Admin fee / account holder | $1,030 | $472+118.2% | $13,955-92.6% | $847+21.6% |