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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 | $30,896 | $85,171-63.7% | $172,752-82.1% | $72,975-57.7% |
| Participation rate | 94.6% | 70.1%+24.5pp | 82.6%+11.9pp | 69.5%+25.1pp |
| Annual return | 19.71% | 27.32%-7.6pp | 802.97%-783.3pp | 81.01%-61.3pp |
| Employer contribution / active EE | $2,362 | $3,324-28.9% | $5,144-54.1% | $2,440-3.2% |
| Participant deferral / active EE | $990 | $3,260-69.6% | $5,198-80.9% | $3,608-72.6% |
| Admin fee / account holder | $1,543 | $5,880-73.8% | $13,955-88.9% | $5,124-69.9% |