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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 | $60,475 | $48,570+24.5% | $130,660-53.7% | $72,976-17.1% |
| Participation rate | 71.9% | 58.6%+13.3pp | 71.7%+0.1pp | 69.5%+2.4pp |
| Annual return | 26.62% | 38.63%-12.0pp | 1709.29%-1682.7pp | 81.02%-54.4pp |
| Employer contribution / active EE | $1,127 | $1,334-15.5% | $4,092-72.5% | $2,440-53.8% |
| Participant deferral / active EE | $2,832 | $2,384+18.8% | $3,603-21.4% | $3,608-21.5% |
| Admin fee / account holder | $423 | $3,549-88.1% | $5,463-92.3% | $5,124-91.7% |