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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 | $25,199 | $84,236-70.1% | $170,435-85.2% | $70,126-64.1% |
| Participation rate | 88.9% | 70.8%+18.1pp | 83.6%+5.3pp | 69.5%+19.3pp |
| Annual return | 28.91% | 23.06%+5.9pp | 205.94%-177.0pp | 73.15%-44.2pp |
| Employer contribution / active EE | $566 | $3,387-83.3% | $5,432-89.6% | $2,343-75.8% |
| Participant deferral / active EE | $2,157 | $3,086-30.1% | $4,939-56.3% | $3,332-35.3% |
| Admin fee / account holder | $2,685 | $5,698-52.9% | $13,881-80.7% | $4,645-42.2% |