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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 | $49,071 | $85,171-42.4% | $172,752-71.6% | $72,975-32.8% |
| Participation rate | 86.2% | 70.1%+16.1pp | 82.6%+3.6pp | 69.5%+16.7pp |
| Annual return | 23.66% | 27.32%-3.7pp | 802.97%-779.3pp | 81.01%-57.3pp |
| Employer contribution / active EE | $1,622 | $3,324-51.2% | $5,144-68.5% | $2,440-33.5% |
| Participant deferral / active EE | $2,164 | $3,260-33.6% | $5,198-58.4% | $3,608-40.0% |
| Admin fee / account holder | $1,827 | $5,880-68.9% | $13,955-86.9% | $5,124-64.4% |