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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 | $17,325 | $84,236-79.4% | $170,435-89.8% | $70,126-75.3% |
| Participation rate | 90.6% | 70.8%+19.8pp | 83.6%+7.0pp | 69.5%+21.1pp |
| Annual return | 37.73% | 23.06%+14.7pp | 205.94%-168.2pp | 73.15%-35.4pp |
| Employer contribution / active EE | $421 | $3,387-87.6% | $5,432-92.3% | $2,343-82.0% |
| Participant deferral / active EE | $2,402 | $3,086-22.2% | $4,939-51.4% | $3,332-27.9% |
| Admin fee / account holder | $1,032 | $5,698-81.9% | $13,881-92.6% | $4,645-77.8% |