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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 | $28,488 | $55,457-48.6% | $77,361-63.2% | $94,015-69.7% |
| Participation rate | 83.6% | 69.8%+13.8pp | 75.0%+8.6pp | 70.8%+12.8pp |
| Annual return | 13.67% | 15.57%-1.9pp | 1011.54%-997.9pp | 17.84%-4.2pp |
| Employer contribution / active EE | $1,277 | $2,255-43.4% | $2,990-57.3% | $2,790-54.2% |
| Participant deferral / active EE | $3,166 | $3,069+3.1% | $3,911-19.0% | $4,249-25.5% |
| Admin fee / account holder | $431 | $4,334-90.0% | $5,894-92.7% | $8,951-95.2% |