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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 | $18,372 | $77,638-76.3% | $156,551-88.3% | $62,881-70.8% |
| Participation rate | 80.0% | 71.2%+8.8pp | 84.0%-4.0pp | 69.3%+10.7pp |
| Annual return | 7.07% | 50.33%-43.3pp | 32.23%-25.2pp | 20.14%-13.1pp |
| Employer contribution / active EE | $501 | $3,444-85.4% | $5,501-90.9% | $2,281-78.0% |
| Participant deferral / active EE | $1,120 | $3,046-63.2% | $4,871-77.0% | $3,203-65.0% |
| Admin fee / account holder | $1,224 | $5,561-78.0% | $13,028-90.6% | $4,296-71.5% |