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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 | $21,754 | $77,419-71.9% | $69,461-68.7% | $152,885-85.8% |
| Participation rate | 88.9% | 78.1%+10.8pp | 74.6%+14.3pp | 82.5%+6.4pp |
| Annual return | 18.27% | 39.07%-20.8pp | 28.97%-10.7pp | 345.39%-327.1pp |
| Employer contribution / active EE | $1,266 | $3,315-61.8% | $2,779-54.5% | $4,763-73.4% |
| Participant deferral / active EE | $1,266 | $4,414-71.3% | $3,536-64.2% | $5,851-78.4% |
| Admin fee / account holder | $1,447 | $6,207-76.7% | $3,840-62.3% | $11,598-87.5% |