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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 | $33,572 | $69,248-51.5% | $64,101-47.6% | $139,466-75.9% |
| Participation rate | 84.6% | 75.6%+9.0pp | 72.3%+12.3pp | 80.3%+4.3pp |
| Annual return | 18.72% | 45.95%-27.2pp | 33.72%-15.0pp | 373.66%-354.9pp |
| Employer contribution / active EE | $418 | $3,185-86.9% | $2,749-84.8% | $4,754-91.2% |
| Participant deferral / active EE | $1,532 | $4,682-67.3% | $3,881-60.5% | $6,712-77.2% |
| Admin fee / account holder | $423 | $4,247-90.1% | $3,070-86.2% | $11,409-96.3% |