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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 | $13,871 | $61,125-77.3% | $94,057-85.3% | $87,485-84.1% |
| Participation rate | 71.1% | 64.1%+7.0pp | 73.3%-2.3pp | 68.9%+2.1pp |
| Annual return | 23.30% | 35.20%-11.9pp | 480.62%-457.3pp | 26.06%-2.8pp |
| Employer contribution / active EE | $1,299 | $2,136-39.2% | $2,933-55.7% | $2,596-50.0% |
| Participant deferral / active EE | $2,254 | $3,260-30.8% | $4,709-52.1% | $4,274-47.2% |
| Admin fee / account holder | $1,581 | $5,629-71.9% | $7,244-78.2% | $7,775-79.7% |