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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 | $24,545 | $78,690-68.8% | $161,489-84.8% | $87,485-71.9% |
| Participation rate | 79.4% | 67.5%+11.9pp | 78.7%+0.7pp | 68.9%+10.5pp |
| Annual return | 13.97% | 32.74%-18.8pp | 89.72%-75.8pp | 26.06%-12.1pp |
| Employer contribution / active EE | $1,352 | $2,588-47.8% | $4,268-68.3% | $2,596-47.9% |
| Participant deferral / active EE | $1,577 | $3,311-52.4% | $5,630-72.0% | $4,274-63.1% |
| Admin fee / account holder | $2,763 | $6,724-58.9% | $16,006-82.7% | $7,775-64.5% |