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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 | $45,652 | $89,367-48.9% | $141,191-67.7% | $72,975-37.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 25.99% | 111.87%-85.9pp | 71.41%-45.4pp | 81.01%-55.0pp |
| Employer contribution / active EE | $723 | $3,115-76.8% | $4,736-84.7% | $2,440-70.4% |
| Participant deferral / active EE | $5,753 | $5,419+6.2% | $6,710-14.3% | $3,608+59.5% |
| Admin fee / account holder | $947 | $5,957-84.1% | $10,264-90.8% | $5,124-81.5% |