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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 | $22,980 | $76,407-69.9% | $150,298-84.7% | $82,448-72.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 17.21% | 39.99%-22.8pp | 62.79%-45.6pp | 41.64%-24.4pp |
| Employer contribution / active EE | $1,299 | $2,614-50.3% | $4,154-68.7% | $2,551-49.1% |
| Participant deferral / active EE | $1,729 | $3,214-46.2% | $5,453-68.3% | $4,139-58.2% |
| Admin fee / account holder | $678 | $6,352-89.3% | $14,116-95.2% | $7,234-90.6% |