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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 | $24,044 | $89,370-73.1% | $141,197-83.0% | $72,976-67.1% |
| Participation rate | 82.4% | 75.1%+7.2pp | 82.5%-0.1pp | 69.5%+12.9pp |
| Annual return | 36.12% | 111.88%-75.8pp | 71.41%-35.3pp | 81.02%-44.9pp |
| Employer contribution / active EE | $2,215 | $3,115-28.9% | $4,736-53.2% | $2,440-9.2% |
| Participant deferral / active EE | $4,363 | $5,419-19.5% | $6,710-35.0% | $3,608+20.9% |
| Admin fee / account holder | $399 | $5,957-93.3% | $10,265-96.1% | $5,124-92.2% |