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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 | $12,606 | $77,920-83.8% | $149,723-91.6% | $75,177-83.2% |
| Participation rate | 76.0% | 65.6%+10.4pp | 78.8%-2.8pp | 67.2%+8.8pp |
| Annual return | 14.66% | 31.72%-17.1pp | 134.50%-119.8pp | 160.75%-146.1pp |
| Employer contribution / active EE | $1,562 | $3,138-50.2% | $4,821-67.6% | $2,671-41.5% |
| Participant deferral / active EE | $1,062 | $3,411-68.9% | $5,682-81.3% | $4,126-74.3% |
| Admin fee / account holder | $1,280 | $5,951-78.5% | $13,215-90.3% | $5,651-77.3% |