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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 | $17,146 | $45,152-62.0% | $73,836-76.8% | $59,633-71.2% |
| Participation rate | 97.4% | 64.0%+33.3pp | 73.4%+23.9pp | 68.7%+28.7pp |
| Annual return | 9.03% | 27.40%-18.4pp | 2268.06%-2259.0pp | 2041.45%-2032.4pp |
| Employer contribution / active EE | $651 | $1,901-65.7% | $2,787-76.6% | $2,203-70.4% |
| Participant deferral / active EE | $2,121 | $2,573-17.6% | $3,583-40.8% | $3,192-33.5% |
| Admin fee / account holder | $1,238 | $3,515-64.8% | $4,882-74.6% | $4,297-71.2% |