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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 | $21,715 | $58,258-62.7% | $81,820-73.5% | $80,925-73.2% |
| Participation rate | 97.8% | 63.5%+34.4pp | 72.4%+25.4pp | 67.7%+30.2pp |
| Annual return | 16.89% | 41.76%-24.9pp | 777.93%-761.0pp | 35.65%-18.8pp |
| Employer contribution / active EE | $1,895 | $2,345-19.2% | $2,915-35.0% | $2,756-31.2% |
| Participant deferral / active EE | $3,564 | $3,284+8.5% | $4,323-17.5% | $4,299-17.1% |
| Admin fee / account holder | $420 | $4,976-91.6% | $7,391-94.3% | $6,940-93.9% |