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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 | $14,148 | $95,383-85.2% | $185,837-92.4% | $85,856-83.5% |
| Participation rate | 96.7% | 68.8%+27.9pp | 81.7%+15.0pp | 69.3%+27.3pp |
| Annual return | 18.10% | 23.59%-5.5pp | 122.08%-104.0pp | 318.58%-300.5pp |
| Employer contribution / active EE | $1,627 | $3,313-50.9% | $5,168-68.5% | $2,565-36.6% |
| Participant deferral / active EE | $1,323 | $3,423-61.4% | $5,568-76.2% | $3,952-66.5% |
| Admin fee / account holder | $1,037 | $7,213-85.6% | $16,241-93.6% | $6,261-83.4% |