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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 | $21,702 | $95,406-77.3% | $185,849-88.3% | $85,847-74.7% |
| Participation rate | 90.3% | 68.8%+21.6pp | 81.7%+8.6pp | 69.3%+21.0pp |
| Annual return | 13.22% | 23.59%-10.4pp | 122.10%-108.9pp | 318.61%-305.4pp |
| Employer contribution / active EE | $610 | $3,314-81.6% | $5,169-88.2% | $2,565-76.2% |
| Participant deferral / active EE | $3,667 | $3,424+7.1% | $5,569-34.2% | $3,952-7.2% |
| Admin fee / account holder | $1,818 | $7,214-74.8% | $16,244-88.8% | $6,261-71.0% |