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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 | $37,466 | $85,169-56.0% | $172,755-78.3% | $72,983-48.7% |
| Participation rate | 71.3% | 70.1%+1.2pp | 82.6%-11.4pp | 69.5%+1.8pp |
| Annual return | 19.91% | 27.32%-7.4pp | 802.94%-783.0pp | 81.01%-61.1pp |
| Employer contribution / active EE | $686 | $3,324-79.4% | $5,144-86.7% | $2,440-71.9% |
| Participant deferral / active EE | $963 | $3,260-70.4% | $5,198-81.5% | $3,608-73.3% |
| Admin fee / account holder | $2,228 | $5,880-62.1% | $13,955-84.0% | $5,124-56.5% |