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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 | $32,395 | $85,171-62.0% | $172,752-81.2% | $72,975-55.6% |
| Participation rate | 75.3% | 70.1%+5.2pp | 82.6%-7.3pp | 69.5%+5.8pp |
| Annual return | 26.88% | 27.32%-0.4pp | 802.97%-776.1pp | 81.01%-54.1pp |
| Employer contribution / active EE | $681 | $3,324-79.5% | $5,144-86.8% | $2,440-72.1% |
| Participant deferral / active EE | $1,614 | $3,260-50.5% | $5,198-68.9% | $3,608-55.3% |
| Admin fee / account holder | $694 | $5,880-88.2% | $13,955-95.0% | $5,124-86.5% |