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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 | $17,310 | $56,116-69.2% | $135,768-87.3% | $86,983-80.1% |
| Participation rate | 85.3% | 60.1%+25.2pp | 71.1%+14.2pp | 69.5%+15.8pp |
| Annual return | 12.20% | 125.33%-113.1pp | 526.10%-513.9pp | 25.83%-13.6pp |
| Employer contribution / active EE | $689 | $1,528-54.9% | $3,394-79.7% | $2,584-73.3% |
| Participant deferral / active EE | $1,761 | $2,690-34.5% | $3,977-55.7% | $4,194-58.0% |
| Admin fee / account holder | $1,290 | $4,314-70.1% | $7,048-81.7% | $7,856-83.6% |