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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 | $13,335 | $77,638-82.8% | $156,551-91.5% | $62,881-78.8% |
| Participation rate | 80.0% | 71.2%+8.8pp | 84.0%-4.0pp | 69.3%+10.7pp |
| Annual return | 5.11% | 50.33%-45.2pp | 32.23%-27.1pp | 20.14%-15.0pp |
| Employer contribution / active EE | $1,081 | $3,444-68.6% | $5,501-80.4% | $2,281-52.6% |
| Participant deferral / active EE | $2,969 | $3,046-2.5% | $4,871-39.1% | $3,203-7.3% |
| Admin fee / account holder | $822 | $5,561-85.2% | $13,028-93.7% | $4,296-80.9% |