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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 | $17,956 | $77,638-76.9% | $156,551-88.5% | $62,881-71.4% |
| Participation rate | 94.5% | 71.2%+23.3pp | 84.0%+10.5pp | 69.3%+25.2pp |
| Annual return | 8.47% | 50.33%-41.9pp | 32.23%-23.8pp | 20.14%-11.7pp |
| Employer contribution / active EE | $672 | $3,444-80.5% | $5,501-87.8% | $2,281-70.5% |
| Participant deferral / active EE | $1,792 | $3,046-41.1% | $4,871-63.2% | $3,203-44.0% |
| Admin fee / account holder | $365 | $5,561-93.4% | $13,028-97.2% | $4,296-91.5% |