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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 | $26,444 | $47,479-44.3% | $62,929-58.0% | $82,448-67.9% |
| Participation rate | 81.3% | 66.9%+14.4pp | 73.1%+8.1pp | 68.1%+13.2pp |
| Annual return | 12.02% | 20.34%-8.3pp | 1063.93%-1051.9pp | 41.64%-29.6pp |
| Employer contribution / active EE | $2,811 | $1,885+49.1% | $2,505+12.2% | $2,551+10.2% |
| Participant deferral / active EE | $2,273 | $2,870-20.8% | $3,888-41.5% | $4,139-45.1% |
| Admin fee / account holder | $727 | $3,804-80.9% | $5,065-85.6% | $7,234-90.0% |