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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 | $20,758 | $85,171-75.6% | $172,752-88.0% | $72,975-71.6% |
| Participation rate | 75.3% | 70.1%+5.3pp | 82.6%-7.3pp | 69.5%+5.8pp |
| Annual return | 20.77% | 27.32%-6.6pp | 802.97%-782.2pp | 81.01%-60.2pp |
| Employer contribution / active EE | $1,020 | $3,324-69.3% | $5,144-80.2% | $2,440-58.2% |
| Participant deferral / active EE | $3,293 | $3,260+1.0% | $5,198-36.6% | $3,608-8.7% |
| Admin fee / account holder | $2,959 | $5,880-49.7% | $13,955-78.8% | $5,124-42.2% |