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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 | $24,949 | $91,167-72.6% | $178,498-86.0% | $79,858-68.8% |
| Participation rate | 91.8% | 69.2%+22.6pp | 81.9%+9.9pp | 69.6%+22.2pp |
| Annual return | 14.67% | 24.19%-9.5pp | 151.09%-136.4pp | 31.72%-17.0pp |
| Employer contribution / active EE | $1,323 | $3,255-59.4% | $5,011-73.6% | $2,471-46.5% |
| Participant deferral / active EE | $1,954 | $3,236-39.6% | $5,202-62.4% | $3,740-47.7% |
| Admin fee / account holder | $724 | $6,747-89.3% | $13,985-94.8% | $5,306-86.4% |